Advisor at Infinity Financial Wealth Management LLC
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Firm
Infinity Financial Wealth Management LLC
Location
Norcross, GA 30092
Credentials
CFP®, Series 63
Industry experience
19 years
Latoya Maddox is a CFP® with 19 years of industry experience and serves as the sole advisor at Infinity Financial Wealth Management LLC. She has worked at Naples Asset Management Company, LLC since 2017 and previously spent 11 years at Wilbanks Securities Advisory. Outside of investment advising, Maddox is a FINRA arbitrator and teaches pre-license insurance courses. Infinity Financial Wealth Management LLC provides discretionary asset management and financial planning services primarily for individuals and high-net-worth clients. The firm employs fundamental analysis and Modern Portfolio Theory, including strategies involving derivatives and options, with regular portfolio monitoring and quarterly reviews.
Based on Infinity Financial Wealth Management LLC
Based on Infinity Financial Wealth Management LLC
Annual fee of no more than 2%, negotiable, billed quarterly in arrears
Financial planning hourly fee of $350 per hour
5051 Peachtree Corners, Suite 200
Norcross, GA 30092
Georgia
NAMCOA - Naples Asset Management Company, LLC
2017 - Present (9 years)
Wilbanks Securities Advisory
2006 - 2017 (11 years)
Phoenix Associates
1997 - Present (29 years)
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