Unclaimed Profile

Frank O Akridge

THE OPTIMIZED RIA, INC.·ROSWELL, Georgia

SIE, Series 7, Series 24, Series 53, Series 6625 years registeredTHE 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. · 25 years registered

Brand Profile

Not yet started

Career History

OPTIVISE ADVISORY SERVICES LLC

Jan 2021 – present

OPTIVISE ADVISORY SERVICES LLC

Jun 2019 – Dec 2020

Woodstock, GA

BLUE DUCK WEALTH MANAGEMENT

Aug 2016 – Jun 2019

ROSWELL, GA

MWA FINANCIAL SERVICES, INC.

May 2011 – Jan 2013

LAFAYETTE, LA

DIRECT CAPITAL ADVISORS

Sep 2009 – Mar 2011

ALEXANDRIA, LA

CAMBRIDGE LEGACY ADVISORS, INC.

Sep 2005 – Mar 2008

DALLAS, TX

AXA ADVISORS, LLC

Feb 2001 – Jul 2003

ALEXANDRIA, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · February 6, 2001

Years registered · 25

Disclosure History

2019Customer Dispute·Pending

2019Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE OPTIMIZED RIA, INC.

CRD 281832 · SEC 801-107148

Employees

Total firm employees

Services offered by THE OPTIMIZED RIA, INC.

Per Form ADV

Financial planning

Security ratings or pricing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at THE OPTIMIZED RIA, INC. →

Introduction

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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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