Patrick Brian King
CFP®Professional Summary
Patrick Brian King, CFP® is a registered financial advisor currently at PRANA WEALTH MANAGEMENT LLC located in Atlanta, Georgia. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Financial Planning
- Business Services
- Investment Management
- Tax Planning
- Risk Management & Insurance
- Estate & Legacy Planning
Biography
Prana Wealth is a fee-only, boutique wealth management firm based in Buckhead that serves clients virtually across the country. Over the years, we’ve helped CEOs, athletes, musicians and many others build a more confident financial future. We specialize in helping professionals and executives age 40+ retire early. Want to retire earlier? START HERE At Prana Wealth, we help our clients: Save time by working virtually, Retire sooner, Get organized, Maximize their compensation plans, Grow their...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PRANA WEALTH MANAGEMENT LLC | TRANSFORMATIVE FINANCIAL PLANNING LLC | TRANSFORMATIVE FINANCIAL PLANNING
Contact Information
Main Address
Atlanta, GAPhone Number
(404) 500-7296# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
80AUM (Assets Under Management)
$27,286,330Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/9/2017)
(8/29/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Brian King's CRS (Customer Relationship Summary).
Services Offered by Patrick
- Retirement Planning
- Financial Planning
- Business Services
- Investment Management
- Tax Planning
- Risk Management & Insurance
- Estate & Legacy Planning
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