Rollins Financial Inc.

Rollins Financial Inc. (CRD# 106896) is a financial advisory firm headquartered in Atlanta, GA. They manage $318,846,879 in 569 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $560,364
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

AL, AZ, CA, FL, GA, IL, IN, LA, MA, MD, MS, NC, NH, NY, OH, SC, TN, TX, VA, WA

Financial Advisors at Rollins Financial Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Edward J. Wilcox
CRD#: 4914715
3343 Peachtree Road Ne, Suite 500, Atlanta, GA 30326
103
Wealthminder
score
Edward Wilcox (CRD# 4914715) is an Investment Advisor Representative working at Rollins Financial Inc. in Atlanta, GA and has over 14 years of experience in the finance industry. Edward Wilcox 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Mark R. Keramidas
CRD#: 1801987
3343 Peachtree Road Ne, Suite 500, Atlanta, GA 30326
93
Wealthminder
score

Mark Keramidas (CRD# 1801987) is an Investment Advisor Representative working at Rollins Financial Inc. in Atlanta, GA and has over 25 years of experience in the finance industry.

3
Robert E. Schultz
CRD#: 5338514
3343 Peachtree Road Ne, Suite 500, Atlanta, GA 30326
93
Wealthminder
score

Robert Schultz (CRD# 5338514) is an Investment Advisor Representative working at Rollins Financial Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.

4
Shelley R. Fietsam
CRD#: 6537983
3343 Peachtree Road Ne, Suite 500, Atlanta, GA 30326
87
Wealthminder
score

Shelley Fietsam (CRD# 6537983) is an Investment Advisor Representative working at Rollins Financial Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

5
Danielle V. Schultz
CRD#: 6539983
3343 Peachtree Road Ne, Suite 500, Atlanta, GA 30326
87
Wealthminder
score

Danielle Schultz (CRD# 6539983) is an Investment Advisor Representative working at Rollins Financial Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

6
Joseph R. Rollins
CRD#: 2078868
3343 Peachtree Road Ne, Suite 500, Atlanta, GA 30326
86
Wealthminder
score

Joseph Rollins (CRD# 2078868) is an Investment Advisor Representative working at Rollins Financial Inc. in Atlanta, GA and has over 27 years of experience in the finance industry.

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