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Kilpatrick Advisors, Inc. (est. 2002)

(404) 889-8000 (800) 488-3210 2300 Lakeview Parkway, Alpharetta, GA 30009 M-F 8:30am-5pm, Sa-Su Closed

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Categories: Financial Planning, Communication Services

The Details

Kilpatrick Advisors, Inc. is a premier global investment management firm that provides a wide range of financial services to a diversified client base. Founded in 2002, the firm is headquartered in Atlanta. Steve Kilpatrick is founder and CEO of Kilpatrick Advisors.. He is a registered principal and a Certified Financial Plannerâ„¢ with over 20 years of experience in the financial services industry. A graduate of Stetson University, Steve previously worked as a Certified Public Accountant (CPA) focusing on forensic accounting, corporate auditing and personal taxation. Steve serves on the Small Business Advisory Board for the Georgia Chamber of Commerce and is a member of the Atlanta Estate Planning Council and The Georgia Society of CPAs. He is a member of the Downtown Atlanta Chapter of Kiwanis International and is active in the Atlanta community. Securities by Licensed Individuals Offered through Investacorp, Inc. A Registered Broker/Dealer. Member FINRA, SIPC. Advisory Services offered through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm

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