KW
Kevin B. Woods
ASSET PRESERVATION ADVISORS
Atlanta, GA 30326
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CRD#: 4740999
KW
Professional summary
Kevin Burress Woods is a registered financial advisor currently at ASSET PRESERVATION ADVISORS, LLC located in Atlanta, Georgia.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kevin has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MINORITY OWNER OF FIXED INCOME ADVISORS, INC. WHICH SERVES AS GENERAL PARTNER TO PRIVATE PARTNERSHIPS MANAGED BY ASSET PRESERVATION ADVISORS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Burress Woods's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 24, 2011 - Present
ASSET PRESERVATION ADVISORS, LLC
Office #1: 3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326RIA
CRD#: 106741
Atlanta, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
ASSET PRESERVATION ADVISORS, LLC
ASSET PRESERVATION ADVISORS INC | ASSET PRESERVATION ADVISORS,INC. | ASSET PRESERVATION ADVISORS, LLC
CRD#: 106741 / SEC#: 801-41636
RIA
Registered Investment Advisory firm - (5/27/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/24/2011)
Exams
Current Firm
AP
ASSET PRESERVATION ADVISORS, LLC
ASSET PRESERVATION ADVISORS INC | ASSET PRESERVATION ADVISORS,INC. | ASSET PRESERVATION ADVISORS, LLC
CRD#: 106741 / SEC#: 801-41636
RIA
Registered Investment Advisory firm - (5/27/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326
Mailing Address
Phone number
(404) 261-1333
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,954 |
| AUM (Assets Under Management) | $ 10,654,240,520 |
Red Flags
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