Actify Investor Retirements, LLC

Actify Investor Retirements, LLC (CRD# 284506) is a financial advisory firm headquartered in Peachtree Corners, GA. They manage $42,000,544 in 360 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
230 Scientific Drive, Suite 100, Peachtree Corners, GA 30092
http://www.actifyinvestor.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $116,668
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, GA, IL, MD, MN, NC, NJ, PA, TX, VA

Financial Advisors at Actify Investor Retirements, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Beverly, financial advisor Norcross GA
Joseph L. Beverly
CRD#: 6679135
1000 Miller Court West, Norcross, GA 30071

Joseph Beverly (CRD# 6679135) is an Investment Advisor Representative working at Actify Investor Retirements, LLC in Norcross, GA and has over 8 years of experience in the finance industry.

2
Jacob Staszak, financial advisor Peachtree Corners GA
Jacob M. Staszak
CRD#: 6532228
230 Scientific Drive, Suite 100, Peachtree Corners, GA 30092

Jacob Staszak (CRD# 6532228) is an Investment Advisor Representative working at Actify Investor Retirements, LLC in Peachtree Corners, GA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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