Richard
Henderson

Atlanta Financial Associates, Inc

CRD#2139941
Investment Advisor
in Atlanta, GA
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About this Advisor

Richard Henderson is a certified financial planner working out of Atlanta, Georgia, with a total of 28 years of work experience. Henderson is an employee of Atlanta Financial Associates, Inc. Henderson has gained experience at Commonwealth Financial Network, Independent Contractor, Cornerstone Wealth Management, Inc, Atlanta Financial Associates, Inc and Purshe Kaplan Sterling Investments. Henderson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Georgia, South Carolina and North Carolina. Atlanta Financial Associates, Inc is an advisory company that has its headquarters in Atlanta, Georgia. It oversees $273 million in total assets between its 1,176 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,176 customer accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Atlanta Financial Associates, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors largely depend on the financial services offered. Fees charged by Atlanta Financial Associates, Inc most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

5901-B Peachtree Dunwoody Road Suite 275
Atlanta, GA 30328

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Atlanta Financial Associates, Inc Brokerage Details

Total Assets Under Management

$551,024,224

GA Average: $3,570,121,308
Total Number of Employees

15

GA Average: 58
Total Number of Accounts

1,775

GA Average: 1,608
Average Account Size

$310,436

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Richard Henderson Work History

Richard has 28 years of experience.

2018 - Present (1 years)

Purshe Kaplan Sterling Investments

2012 - Present (7 years)

Atlanta Financial Associates, Inc

1999 - 2018 (19 years)

Commonwealth Financial Network

1999 - Present (20 years)

Cornerstone Wealth Management, Inc

1990 - Present (29 years)

Independent Contractor

Disclosures

Richard Henderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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