Rebecca O. Richardson
ATLAS INVESTMENT ADVISORS
ALPHARETTA, GA 30009
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CRD#: 7308252
Professional summary
Rebecca Outten Richardson, CFP® is a registered financial advisor currently at ATLAS INVESTMENT ADVISORS located in Alpharetta, Georgia.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Rebecca has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Tax Planning
Small Business Planning
Inheritance
Investment Planning
Estate Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
High Net Worth Client Needs
LGBT Couples and Families
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
500K
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.
Name: Rebecca Richardson. Investment-Related: No. Address: 11720 AmberPark Drive, #160, Alpharetta, GA 30009. Nature: Tax Preparation. Position: Tax Preparer. Start Date: 01/01/2021. Approximate Hours Per Month: 5, during tax season. Approximate Hours During Trading Hours: None. Duties: Tax return preparation and filing.
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Outten Richardson'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®
CFP®
Start date: 2021
Experience
Current
June 1, 2023 - Present
ATLAS INVESTMENT ADVISORS
Office #1: 11720 Amber Park Dr #160, Alpharetta, GA 30009RIA
CRD#: 324861
ALPHARETTA, GA
Past
November 19, 2020 - June 30, 2023
ADVISORY SERVICES NETWORK
RIA
CRD#: 146051
Smyrna, 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".
AI
ATLAS INVESTMENT ADVISORS
ATLAS FINANCIAL PLANNING | ATLAS INVESTMENT ADVISORS | ATLAS FINANCIAL PLANNING, LLC
CRD#: 324861 / SEC#: 801-129830
RIA
Registered Investment Advisory firm - (4/3/2024 Approved)Georgia
Registered Investment Advisory firm - (4/4/2024 Terminated)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
Georgia(6/1/2023)
Current Firm
AI
ATLAS INVESTMENT ADVISORS
ATLAS FINANCIAL PLANNING | ATLAS INVESTMENT ADVISORS | ATLAS FINANCIAL PLANNING, LLC
CRD#: 324861 / SEC#: 801-129830
RIA
Registered Investment Advisory firm - (4/3/2024 Approved)Georgia
Registered Investment Advisory firm - (4/4/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11720 Amber Park Dr #160, Alpharetta, GA 30009
Mailing Address
Phone number
(770) 336-6805
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 482 |
| AUM (Assets Under Management) | $ 138,177,126 |
Red Flags
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