Joseph Rollins (CRD# 2078868) is an Investment Advisor Representative working at Rollins Financial Advisors, LLC in Atanta, GA and has over 33 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rollins Financial Advisors, LLC | Atlanta, GA | Apr 2021 - Current | 3 |
| Rollins Financial Nc. | Atlanta, GA | Jan 1990 - Apr 2021 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 1990 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management1,063MILLIONS
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Total Number of Accounts981ACCOUNTS
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Average Account Value$1,083,978
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MA, MD, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA
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