AZ
CFP
AZ
CFP

Ahmed Zaki

24 Years of Experience
Duluth, GA
2 DisclosuresBroker

Ahmed Zaki is a CFP-designated registered investment advisor, based in Duluth, GA, with 24 years of industry experience.

Location

2434 Highway 120, Suite 110, Duluth, GA, 30097

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History

Regulatory History (2)
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Judgment / Lien
February 2013
Customer Dispute
July 2009
Denied
Other Business Activities

Ahmed is involved in several business activities, including owning rental properties since 1985, being a minority member of Ard Lanier, LLC, and managing financial tasks for First Pinnacle Management Inc. He also serves as president of Pinnacle Wealth Management, Inc. and Ahmed H. Zaki CPA, PC, dedicating nearly full-time hours to the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2004 - September 2025 · 21 yrs 7 mos
Avantax Investment Services, INC.Broker
January 2002 - September 2025 · 23 yrs 8 mos
State Registrations3 states
FLGASC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Ahmed Zaki - Financial Advisor | TrueAdvisor