Advisors at this firm
Carson R
Series 65
Boca Raton, FL
Atlas Financial Advisors, LLC
Carson Rowland is a financial advisor at Atlas Financial Advisors, LLC, holding a Series 65 designation with three years at the firm. He has been the president and actor for Teese Inc., an entertainment company that loans his acting services to production companies. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs various analytical methods, including fundamental and technical analysis, while offering customized portfolio management and may recommend third-party money managers when appropriate.
Ralph A
CFP®, Series 66
Boca Raton, FL
Atlas Financial Advisors, LLC
Ralph Achille is a CFP® with 12 years of experience in financial advising. He is currently affiliated with Atlas Financial Advisors, LLC, where he also serves as Chief Compliance Officer. His work history includes roles at Zeus Financial, Achilles Wealth Management, and JVB Financial Group. Atlas Financial Advisors is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs a variety of analytical methods to construct and monitor customized portfolios.
Vincent B
Series 63, Series 66
Boca Raton, FL
Atlas Financial Advisors, LLC
Vincent Butkevits III is a financial advisor at Atlas Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Zeus Financial Group, LLC and as a consultant prior to his current roles. Outside of advising, he serves as President and Board Member of Orchid Bay Financial Holdings LLC, a non-investment organization. Atlas Financial Advisors is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm constructs customized portfolios with a focus on fixed-income instruments and employs a combination of fundamental, technical, charting, and cyclical analysis.
Vincent F
Series 63, Series 66
Boca Raton, FL
Atlas Financial Advisors, LLC
Vincent Fisk is a financial advisor at Atlas Financial Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include SecureVest Financial Group, Inc. and Zeus Financial, LLC. Atlas Financial Advisors provides discretionary portfolio management and financial planning services to individuals, investment companies, charitable organizations, and businesses. The firm focuses on customized portfolios emphasizing fixed-income instruments and employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.