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Edward J Wilcox

Rollins Financial Advisors, LLC

Atanta, GA

CRD 4914715

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Employer firm

Rollins Financial Advisors, LLC CRD 312921

$1.59B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Rollins Financial Advisors, Llc

3343 Peachtree Road Ne Suite 500, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-04-29
  • GA RA
    APPROVED
    Since 2021-04-29

Branch Locations

3343 Peachtree Road Ne Suite 500, Atanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rollins Financial Nc. Atlanta GA 12/2004 04/2021
Rollins Financial Advisors, Llc Atlanta GA 04/2021 Present
Previous Registrations
  • 2007-07-19 → 2021-04-01
    Rollins Financial Inc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-13
  • S65 Uniform Investment Adviser Law Examination
    2002-05-13
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

EDWARD JONES
WOLVERINE INVESTMENT ADVISORS, LLC
APOLLON WEALTH MANAGEMENT, LLC

Nearby Investors

DeNay Jowell Gonzales
SHELLEY R FIETSAM
ALEXIS KRISTINA CHAMBERS

Nearby Offices

ROLLINS FINANCIAL ADVISORS, LLC · ATLANTA, GA
EDWARD JONES · ATLANTA, GA
WOLVERINE INVESTMENT ADVISORS, LLC · ATLANTA, GA

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