Featured Business Financial Advisor in Atlanta, GA
Atlanta Financial Advisors
Active Wealth Managementt
6 Concourse Pkwy, Suite 2910
Atlanta, GA 30328
“Protect and Grow Your Wealth”
Advisor Profile
Ford Stokes MBA
Name:  Ford Stokes MBA
Disclaimer
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

About Active Wealth Managementt

We invite to take control of your financial future to get the retirement you deserve.
You worked hard to provide for your family, we will work hard to protect and grow
your wealth. Have you ever been asked to just hang in there when the market
loses value? We approach investing differently than a lot of advisors and brokers.
We actively manage your assets and rebalance your portfolio monthly without
charging additional fees. If you?re curious about our investing approach, then
you?re on the right track. Curiosity is one of the most important elements to
successful investing. We at Active Wealth Management look forward to helping
you achieve your financial goals. You can afford Private Wealth Management.
 

General Information

CRD#:    6449693
States Willing to do Business in:    Acworth,Alpharetta,Atlanta,Austell,Avondale Estates,Buford,Canton,Clarkston,Conley,Cumming,Decatur,Douglasville,Duluth,Ellenwood,Emerson,Forest Park,Grayson,Hiram,Kennesaw,Lawrenceville,Lilburn,Lithia Springs,Lithonia,Mableton,Marietta,Morrow,Norcross,Pine Lake,Powder Springs,Rex,Roswell,Scottdale,Smyrna,Snellville,Stone Mountain,Suwanee,Tucker,Woodstock
States Licensed in:    GA, FL and AL
Number of Years with Current Firm:    16
Years of Experience in Financial Services:    16
Name of Custodial Firm:    TD Ameritrade
I work with the following types of clients:    Franchisees, Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors
Work Experience:    Prior to founding Active Wealth Management, Ford exponentially grew over a dozen companies as a Chief Marketing Officer, hes passionate about growing our clients wealth and has over 16 years experience in the financial industry. He holds an undergraduate business degree and an MBA with a dual concentration in Finance and Economics. Hes published articles on FoxBusiness.com and hosts The Active Wealth Radio Show on WGST 640 AM in Atlanta. He educates clients to help them invest and retire successfully.

Ford is a native Atlantan who plays ALTA Tennis, Golf and cheers on our hometown Braves, Falcons, Hawks and Atlanta United with his family. Ford and his wife, Diana, have a great time supporting their twin girls at their cheer.
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Long Term Care, Life, Health, Disability, Annuity
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    MBA
 

Firm Information

Assets Managed by Firm:    $650,000,000
Firm's Number of Managed Clients:    337
Firm's Number of Clients:    337
Advisor's Number of Planning Clients:    337
Advisor's Number of Managed Clients:    337
Advisor's Number of Clients:    337
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $10,000
 
 
 
 
 
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