A complete list of active advisors currently associated with AKPRIDE Financial Services
Warmer can help you find a great advisor at AKPRIDE Financial Services or one who fits your needs even better.
AKPRIDE Financial Services provides investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate plan sponsors and participants. The firm offers both discretionary and non-discretionary portfolio management and non-discretionary financial planning tailored to individual circumstances. AKPRIDE’s client work is built on documented client discussions and formal risk assessments, with financial planning delivered via eMoney and portfolio implementation conducted through the Orion platform and available third‑party strategist models. The firm uses a mix of fundamental, technical, and cyclical analysis and may establish dual-adviser relationships in which third‑party strategists handle security selection while AKPRIDE oversees the advisory relationship. Compared with many peers of similar size, AKPRIDE discloses several uncommon activities: it uses testimonials in its advertising, offers educational seminars and workshops and business‑focused consulting (including financial wellness programming), and serves retirement plans in ERISA 3(21)/3(38) capacities. The firm is also affiliated with an insurance agency owned by its owner; licensed insurance sales are disclosed as a separate source of compensation and a potential conflict of interest when insurance products are recommended.
To learn more about the advisors currently working at AKPRIDE Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 4
| |
Atlanta, GA
| 5
|
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