Financial Innovations, LLC

Financial Innovations, LLC (CRD# 142769) is a financial advisory firm headquartered in Atlanta, GA. They manage $362,884,830 in 650 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
6111 Peachtree Dunwoody Road, Suite F101, Atlanta, GA 30328
http://www.financialinnovations.biz
By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    650
    ACCOUNTS
  • Average Account Value
    $558,284
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, NC, TX, VA

Financial Advisors at Financial Innovations, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles Goldberg, financial advisor Atlanta GA
Charles H. Goldberg
CRD#: 4877610
6111 Peachtree Dunwoody Road, Suite F101, Atlanta, GA 30328

Charles Goldberg (CRD# 4877610) is an Investment Advisor Representative working at Financial Innovations, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

2
Laura Schilling, financial advisor Atlanta GA
Laura K. Schilling
CRD#: 4523323
6111 Peachtree Dunwoody Road, Suite F101, Atlanta, GA 30328

Laura Schilling (CRD# 4523323) is an Investment Advisor Representative working at Financial Innovations, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals