National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Ford Stokes MBA

Active Wealth Managementt

6 Concourse Pkwy
Suite 2910

Atlanta, GA 30328
(770) 6851777

Protect and Grow Your Wealth

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

Firm Start Year

2002

No.of Employees

20-49

CRD#

6449693

Name of Custodial Firm

TD Ameritrade

States Licensed in

GA, FL and AL

Years of Experience in Financial Services

16

Number of Years with Current Firm

16

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.

I work with the following types of clients

Franchisees, Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance

I can meet clients in the following ways

At your home, At my office, Via phone, Via email, At your office, Video Conference

Compliance

Registered Investment Advisor

No

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA

Securities Licenses

Series 65

Insurance and Annuity Licenses

Disability, Annuity, Long Term Care, Life, Health

Firm Information

Firm's Number of Clients

337

Firm's Number of Managed Clients

337

Assets Managed by Firm

$650,000,000

Advisor's Number of Clients

337

Advisor's Number of Managed Clients

337

Advisor's Number of Planning Clients

337

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$10,000

Education

Masters of Business Administration - Finance and Economics

Auburn University
1990 - 1992

Bachelors of Sciences - Marketing

Auburn University
1986 - 1990

Disclaimer

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.