Financial Innovations, LLC

Financial Innovations, LLC (CRD# 142769) is a financial advisory firm headquartered in Atlanta, GA. They manage $164,525,568 in 502 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $327,740
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX, VA

Financial Advisors at Financial Innovations, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Laura K. Schilling
CRD#: 4523323
6111 Peachtree Dunwoody Road, Suite F101, Atlanta, GA 30328
96
Wealthminder
score

Laura Schilling (CRD# 4523323) is an Investment Advisor Representative working at Financial Innovations, LLC in Atlanta, GA and has over 14 years of experience in the finance industry. Laura Schilling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dorna F. Shokoohi
CRD#: 6289025
6111 Peachtree Dunwoody Road, Suite F101, Atlanta, GA 30328
89
Wealthminder
score

Dorna Shokoohi (CRD# 6289025) is an Investment Advisor Representative working at Financial Innovations, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

3
Charles H. Goldberg
CRD#: 4877610
6111 Peachtree Dunwoody Road, Suite F101, Atlanta, GA 30328
68
Wealthminder
score

Charles Goldberg (CRD# 4877610) is an Investment Advisor Representative working at Financial Innovations, LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

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