Anna Kindley (CRD# 7173287) is an Investment Advisor Representative working at Akpride Financial, LLC in Atlanta, GA and has over 3 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 |
|---|---|---|---|
| Akpride Insurance Services, LLC | Atlanta, GA | Dec 2021 - Current | 2 |
| Akpride Financial, Llc F/k/a Pride Financial Advisory Services | Atlanta, GA | Oct 2021 - Current | 2 |
| Kindley Consulting, LLC | Atlanta, GA | Oct 2021 - Current | 2 |
| Capital Asset Advisory Services Dba Scarlet Oaks Financial | Atlanta, GA | Apr 2021 - Mar 2022 | < 1 |
| Ashford Advisors | Atlanta, GA | Sep 2019 - Apr 2021 | 1 |
| Kindley Consulting | Atlanta, GA | Feb 2017 - Sep 2019 | 2 |
| Zions Bancorporation | San Diego, CA | Sep 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- CA
- FL
- GA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts49ACCOUNTS
-
Average Account Value$102,082
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, GA
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