AdFi
CR

Christopher Robert McCall

Investment Adviser Representative at JOURNEY BEYOND WEALTH

Kennesaw, GACRD #4709839Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Georgia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/5/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.009
Asset tierAnnual rate
Journey - Tier 10.90%
Journey - Tier 20.60%
Journey - Tier 30.30%
Journey - Tier 40.15%
Navigator - Tier 10.75%
Navigator - Tier 20.50%
Navigator - Tier 30.25%
Navigator - Tier 40.15%
Investment Management Only - Tier 10.60%
Investment Management Only - Tier 20.40%
Investment Management Only - Tier 30.25%
Investment Management Only - Tier 40.15%
Source

Journey Beyond Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

JOURNEY BEYOND WEALTHCurrent
5/2/2019Kennesaw, GA
CONVERGENT WEALTH ADVISORS, LLC
5/15/200711/25/2009Atlanta, GA
LYDIAN WEALTH MANAGEMENT COMPANY, LLC
9/20/20065/21/2007Rockville, MD
LYDIAN WEALTH MANAGEMENT COMPANY, LLC
6/7/20042/2/2006Rockville, MD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at JOURNEY BEYOND WEALTH

3 other advisors in the directory

View JOURNEY BEYOND WEALTH firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Robert McCall has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Christopher Robert McCall - Financial Advisor in Kennesaw, GA | AdvisorFinder