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Rebecca Outten Richardson

ATLAS FINANCIAL PLANNING, LLC·ALPHARETTA, Georgia
Clean recordATLAS FINANCIAL PLANNING, LLC
11720 AMBER PARK DR #160, ALPHARETTA, GA 30009CRD# 7308252Firm CRD# 324861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Outten Richardson · ALPHARETTA, GA
Registration
CRD #7308252 · ATLAS FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rebecca Outten Richardson is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with ATLAS FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ATLAS FINANCIAL PLANNING, LLC
ATLAS INVESTMENT ADVISORS
AUM
$101M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ATLAS FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7308252
Firm CRD# 324861
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rebecca Outten Richardson offer?
Rebecca Outten Richardson specializes in Financial Planning, Investment Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Rebecca Outten Richardson's credentials?
Rebecca Outten Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Outten Richardson located?
Rebecca Outten Richardson is based in ALPHARETTA, Georgia, working with ATLAS FINANCIAL PLANNING, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Rebecca Outten Richardson charge for services?
Rebecca Outten Richardson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLAS FINANCIAL PLANNING, LLC?
ATLAS FINANCIAL PLANNING, LLC has approximately 2 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATLAS FINANCIAL PLANNING, LLC

George Christian Mauser
ALPHARETTA, GA

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Research
Advisor Fees in GeorgiaNational Fee Analysis
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