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Sovereign Financial Services, LLC
3131 Piedmont Rd  Suite 200
Atlanta, GA 30305
Phone: 770-714-8181
Fax: 404-869-6674 
Email: jeff@sovereignfinancialservices.com

23 Jupiter Hills Dr.
Newport Beach, CA 92660
Phone: 949-494-8778  
Fax: 949-494-8759
Email david@sovereignfinancialservices.com

Disclosure

*David Lamie and Jeffrey Ramsey are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVESTand its affiliated insurance agencies offers securities, advisory services and certain insurance products. In this regard, this communication is strictly intended for individuals residing in the state of GA, CA, FL, AND VA.  No offers may be made or accepted from any resident outside the specific states referenced. Invest is not affiliated with Sovereign Financial Services Inc.

Important Consumer Information:

A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only  transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state  securities law administrator.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.



3131 Piedmont Rd Suite 200 , Atlanta, GA 30305
Phone: 770-714-8181   Fax: 404-869-6674    
Email:jeff@sovereignfinancialservices.com

 

INVEST Financial Corporation (INVEST), member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and is not affiliated with Sovereign Fianncial Services, LLC.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation does not provide tax or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirements of, and are approved to do business by, the state; or (b)are excluded or exempted from the state’s licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation.