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Frank O Akridge

THE OPTIMIZED RIA, INC.·ROSWELL, Georgia
Clean recordTHE OPTIMIZED RIA, INC.
1145 HEMBREE RD., ROSWELL, GA 30076CRD# 4242013Firm CRD# 281832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank O Akridge · ROSWELL, GA
Registration
CRD #4242013 · THE OPTIMIZED RIA, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Frank O Akridge is a registered financial advisor based in ROSWELL, Georgia, affiliated with THE OPTIMIZED RIA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE OPTIMIZED RIA, INC.
BLUE DUCK WEALTH MANAGEMENT
AUM
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Other: SHARE IN THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 4242013
Firm CRD# 281832
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frank O Akridge offer?
Frank O Akridge specializes in Financial Planning. Contact their office in ROSWELL, Georgia for a consultation.
What are Frank O Akridge's credentials?
Frank O Akridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank O Akridge located?
Frank O Akridge is based in ROSWELL, Georgia, working with THE OPTIMIZED RIA, INC.. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Frank O Akridge charge for services?
Frank O Akridge's firm is compensated through subscription fees, other: share in third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE OPTIMIZED RIA, INC.?
THE OPTIMIZED RIA, INC. has approximately 6 employees. The firm is registered with the SEC as an investment adviser.
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