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Rebecca Outten Richardson

Investment Adviser Representative at Atlas Investment Advisors

Alpharetta, GACRD #7308252Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Rebecca Outten Richardson is an investment adviser representative with Atlas Investment Advisors in Alpharetta, GA, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with Advisory Services Network. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia.

Office

11720 Amber Park Dr #160
Alpharetta, GA 30009

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/13/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Atlas Investment AdvisorsCurrent
6/1/2023 – Alpharetta, GA
Advisory Services Network
11/19/2020 – 6/30/2023Smyrna, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. KPMG
    Sep 2015 – Jul 2017Norfolk, VA
  2. Saville, Dodgen & Company CPA
    Sep 2018 – Sep 2019Dallas, TX
  3. Resource Planning Group
    Oct 2019 – Oct 2020Atlanta, GA
  4. Advisory Services Network, LLC
    Nov 2020 – May 2023Atlanta, GA
  5. The College of William and Mary
    Sep 2017 – May 2018Williamsburg, VA
  6. Unemployed
    Jun 2018 – Aug 2018Dallas, TX
  7. ATLas Investment Advisors
    May 2023 – no end date reportedAlpharetta, GA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Atlas Investment Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)
Firm's annual rate schedule by assets
  • First $3,000,0001.00%
  • $3,000,001 and Above0.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
2
Main office:
Alpharetta, GA
SEC file number:
801-129830

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 11, 2026

View full firm profile

Other advisors at Atlas Investment Advisors

1 other advisor in the directory

View Atlas Investment Advisors firm profile

Similar advisors in Alpharetta, GA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rebecca Outten Richardson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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