Best Investors Account Sign in
Inactive

Alexis Kristina Chambers

Rollins Financial Advisors, LLC

Atlanta, GA

CRD 7179830

Claim This Profile
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 2024-10-01
  • GA RA
    APPROVED
    Since 2024-10-01

Branch Locations

3343 Peachtree Road Ne Suite 500, Atlanta, 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 Advisors, Llc Atlanta GA 07/2021 Present
J. Smith Lanier Birmingham AL 09/2019 03/2020
Full-Time Education Fort Payne AL 08/2005 05/2017
Birmingham-Southern College (Full-Time Education) Birmingham AL 08/2017 05/2021
  • 07/2021 → Present
    Atlanta, GA
  • 09/2019 → 03/2020
    J. Smith Lanier
    Birmingham, AL
  • 08/2005 → 05/2017
    Full-Time Education
    Fort Payne, AL
  • 08/2017 → 05/2021
    Birmingham-Southern College (Full-Time Education)
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-17
  • S65 Uniform Investment Adviser Law Examination
    2024-09-17

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor