Anna M. Kindley

AKPRIDE FINANCIAL SERVICES

Sandy Springs, GA

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CRD#: 7173287

Professional summary

Anna M Kindley, who also goes by Anna Marie Kindley, is a registered financial advisor currently at AKPRIDE FINANCIAL SERVICES located in Sandy Springs, Georgia.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Anna has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anna Marie Kindley

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.

(1) Ms. Kindley is the Owner of Kindley Consulting, LLC, through which she performs non-investment related activities including providing human resource education and general financial education seminars. Kindley Consulting is located at 7685 Brigham Drive, Atlanta, GA, 30350. Ms. Kindley has owned Kindley Consulting since 10/2021 and devotes approximately 8 hours per month after trading hours. (2) Ms. Kindley is an Owner and Insurance Agent of Pride Financial Insurance Services, through which she performs investment related activities engaging in insurance product sales with clients for which she will receive additional compensation. Pride Financial Insurance Services is located at 121 Perimeter Ctr W., Suite 200, Atlanta, GA 30346. Ms. Kindley has owned Pride Financial Insurance Services since 12/2021 and devotes approximately 10 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna M Kindley'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®

None

Experience

Current

February 3, 2022 - Present

AKPRIDE FINANCIAL SERVICES

RIA

CRD#: 317594

Sandy Springs, GA

Past

April 15, 2021 - March 14, 2022

CG ADVISORY SERVICES

RIA

CRD#: 110929

Atlanta, GA

Past

March 23, 2021 - April 20, 2021

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

ATLANTA, GA

Past

November 17, 2020 - April 20, 2021

PARK AVENUE SECURITIES LLC

CRD#: 46173

ATLANTA, GA

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

California
(3/17/2022)

IAR

Florida
(6/1/2022)

IAR

Georgia
(2/3/2022)

IAR

Texas
(8/4/2025)

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

State Security Law Exam

IAR

Series 66

Date: 3/15/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/17/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/29/2019

Securities Industry Essentials Examination

Current Firm

AKPRIDE FINANCIAL SERVICES

AKPRIDE FINANCIAL SERVICES | PRIDE FINANCIAL ADVISORY SERVICES, LLC | PRIDE FINANCIAL ADVISORY SERVICES | AKPRIDE FINANCIAL, LLC

CRD#: 317594 / SEC#:

California

Registered Investment Advisory firm - (3/17/2022 Approved)

Florida

Registered Investment Advisory firm - (6/1/2022 Approved)

Georgia

Registered Investment Advisory firm - (2/3/2022 Approved)

Texas

Registered Investment Advisory firm - (8/4/2025 Approved)

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Contact information

Main Address

Atlanta, GA

Mailing Address

121 Perimeter Ctr W, Suite 200, Atlanta, GA 30346

Phone number

(833) 940-4889

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 25,152,670

Red Flags

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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Anna M. Kindley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna M Kindley's CRS (Customer Relationship Summary).

Certified licenses

Experience

AKPRIDE FINANCIAL SERVICES

CG ADVISORY SERVICES

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2021

Series 7TO

Date: 11/17/2020

SIE

Date: 8/29/2019

Current Firm

AKPRIDE FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AKPRIDE FINANCIAL SERVICES

TRUST BUT VERIFY

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