Latoya Maddox
Latoya Maddox is a CFP-designated registered investment advisor at Infinity Financial Wealth Management LLC, based in Snellville, GA, with 19 years of industry experience. Latoya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
2330 Scenic Highway South, Snellville, GA, 30078
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Latoya is a FINRA arbitrator since 2020, dedicating minimal time. She also owns a tax preparation business and teaches at a pre-license insurance school, each taking a few hours per week. Latoya is also the COO of Phoenix Associates, an insurance agency, dedicating full-time hours to insurance sales and marketing.
Employment History
Current Registrations
Infinity Financial Wealth Management LLC
Previous Registrations
Namcoa
Wilbanks Securities, INC.Broker
Wilbanks Securities Advisory
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.