David Richard Boone

Employer firm

Atlanta Wealth Management, Inc. CRD 125190

$6.30M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• FIDUCIARY CONSULTING SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1991 → Present
  Atlanta Wealth Management, Inc.
  Atlanta, GA

Other Businesses

DAVID BOONE IS SOLE PROPRIETOR OF FINANCIAL GRAPHICS ATLANTA, WHICH IS NOT INVESTMENT-RELATED, AND IS LOCATED IN HIS HOME AT 2277 PEACHTREE RD NE, UNIT 801, ATLANTA, GA 30309. HE OCCASSIONALY PROVIDES SPREADSHEET AND DATABASE CONSULTING SERVICES OF A NON-INVESTMENT NATURE TO OTHER BUSINESSES. HE FOUNDED FINANCIAL GRAPHICS ATLANTA IN JANUARY 1999. HE CURRENTLY DEVOTES APPROXIMATLY 8 HOURS PER MONTH ON AVERAGE TO THIS BUSINESS, OF WHICH APPROXIMATELY 3 HOURS ARE DURING SECURITIES TRADING HOURS. DURING THOSE HOURS HE IS READILY ACCESSIBLE TO CLIENTS BY PHONE AND IS ABLE TO MAKE TRADES ON THEIR BEHALF.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-06-17

Designations

• Certified Financial Planner

Other Names

• David Boone