Vincent Fisk is a registered investment advisor at Atlas Financial Advisors, LLC, based in Boca Raton, FL, with 37 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 84 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Financial Advisors charges a percentage of your portfolio each year. The exact fee is negotiable and will be stated in your client agreement. The fee is billed monthly or quarterly, in advance or in arrears, depending on the arrangement you negotiate. You can end the agreement with written notice and will only be charged for the days Atlas managed your investments.
Location
4800 T-Rex Ave, Suite 100, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Atlas Financial Advisors, LLC
Previous Registrations
Zeus Financial, LLCBroker
Securevest Financial GroupBroker
Newbridge Securities CorporationBroker
Jvb Financial Group, LLCBroker
Ibis Securities, LLCBroker
Joseph Charles & Assoc., INC.Broker
First Empire Securities, INC.Broker
Suncoast Capital Group, LTD.Broker
Meyers Pollock Robbins, INC.Broker
The G.M.S. Group, INC.Broker
Lehwald, Orosey & Pepe IncorporatedBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Dean Witter Reynolds INC.Broker
Westcap Government Securities, INC.Broker
Westcap Securities, INC.Broker
Lehwald, Orosey & Pepe IncorporatedBroker
First State Investments, INC.Broker
First Investment Securities, INC.Broker
Tma Government Securities, LTD.Broker
First Investment Securities, INC.Broker
F.D. Roberts Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.