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Business Profile

Financial Planning Consultants

Atlantic Investments A Registered Investment Advisor, Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(866) 997-6234Write a Review

About

Overview

Atlantic Investments A Registered Investment Advisor, Inc.

2029 Century Park E #400

Los Angeles, CA 90067-2905

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BBB Accreditation & Rating

Atlantic Investments A Registered Investment Advisor, Inc. is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

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About This Business

BBB Accredited Since: 5/18/2010

Years in Business: 27

Products and Services

Atlantic Investments are a fee-based only advisor and this firm does not receive commissions for the sale or purchase of securities. Services include investment planning, wealth management, retirement planning, tax and insurance planning.

Business Details

Local BBB:
BBB of Los Angeles & Silicon Valley
Business Started:
3/12/1999
Business Incorporated:
6/2/2010
Type of Entity:
Corporation
Business Management:
Mr. Clint Urso, President

Additional Contact Information

Principal Contacts
Mr. Clint Urso, President
Customer Contacts
Mr. Clint Urso, President
Fax numbers
Primary Fax: (888) 801-0526
Additional Phone Numbers
Other Phone: (213) 422-6895
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of C3247056 for this business, issued by 1-Secretary of State-Corp, LLC and Notaries

1-Secretary of State-Corp, LLC and Notaries

1500 11th Street

Sacramento CA 95814

916-6536814Website

Additional Information

Refund and Exchange Policy
All firms policy's are available through Atlantic Investments' ADV2 and Privacy Notice which are available through request and on FINRA's website.
Business Categories
Financial Planning Consultants, Investment Advisory Services, Wealth Management

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