Fred Atlas

Current Employers

Employment History

• 07/2011 → 10/2018
  Global Financial Private Capital
  Sarasota, FL
• 04/2002 → Present
  Atlas Financial Advisory Group, Inc.
  Sarasota, FL
• 10/2018 → 03/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2023 → Present
  Retirement Income Source Of Sarasota
  Sarasota, FL
• 04/2024 → Present
  Retirement Income Source Of Sw Florida
  Sarasota, FL
• 03/2021 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL

Previous Registrations

• 2018-10-08 → 2021-05-04
  Ae Wealth Management, Llc
  Sarasota, FL
• 2011-08-05 → 2018-10-04
  Global Financial Private Capital, Inc.
  Sarasota, FL
  Sarasota, FL
• 2009-10-09 → 2011-07-27
  American Investment Services
  Sarasota, FL

Other Businesses

1.) ATLAS FINANCIAL ADVISORY GROUP, INC: INVESTMENT RELATED; 8830 S TAMIAMI TRAIL, STE 110, SARASOTA, FL 34238; INSURANCE SALES; PRESIDENT / OWNER; START DATE 04/2002; APPROX 20 % OF BUSINESS HOURS FIXED ANNUITY AND FIXED INSURANCE SALES, MEDICARE HEALTH AND TAX PREPARATION SERVICES. 2.) RETIREMENT INCOME SOURCE OF SARASOTA: INVESTMENT RELATED; 8830 S TAMIAMI TRAIL, STE 110, SARASOTA, FL 34238; EMPLOYEE/INSURANCE AGENT. ASSISTING CLIENTS IN THE SALES OF FIXED INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. START DATE 09/2023; APPROX 40% OF BUSINESS HOURS. 3.) RETIREMENT INCOME SOURCE OF SW FLORIDA: INVESTMENT RELATED; 8830 S TAMIAMI TRAIL, STE 110, SARASOTA, FL 34238; EMPLOYEE/INSURANCE AGENT. ASSISTING CLIENTS IN THE SALES OF FIXED INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. START DATE 04/2024. APPROX 40% OF BUSINESS HOURS. 4.) THE RETIREMENT INCOME SOURCE, DBA INVESTMENT RELATED; 8830 S TAMIAMI TRAIL, STE 110, SARASOTA, FL 34238; MARKETING TO PERSPECTIVE CLIENT FOR INVESTMENT ADVISORY AND FIXED INSURANCE SERVICES. 03/2021 - PRESENT. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS. 5.) RENTAL PROPERTY - NON- INVESTMENT RELATED. THIS DOES NOT ENCOMPASS ANY BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-19