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Stephen Michael Albritton

Advisor at Cetera — Hiram, GA

Updated today

Credentials

Series 66

Experience

22 years

Location

Hiram, GA 30141

Cetera logo

Cetera

Institution

Total advisors

10,182

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Stephen Albritton is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera since 2020 and previously spent three years with Wells Fargo Clearing Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Hiram, GA

4271 Jimmy Lee Smith Pkwy

Hiram GA 30141

Advisors at this office

1

Most active in

Georgia

Work history

22 years of industry experience

Cetera

2020 - Present • 6 years

Hiram, GA

Cetera Investment Services Llc

2020 - Present • 6 years

St. Cloud, MN

Regions bank

2020 - Present • 6 years

Hiram, GA

Wells Fargo Clearing Services LLc

2017 - 2020 • 3 years

Charlotte, NC

Unemployed

2016 - 2017 • 1 year

Charlotte, NC

Securities America Advisors

2015 - 2016 • 1 year

Huntersville, NC

Securities America Inc

2015 - 2016 • 1 year

Huntersville, NC

FIFTH THIRD SECURITIES, Inc.

2014 - 2015 • 1 year

NC

PNC Wealth Management

2012 - 2014 • 2 years

TD Ameritrade, INC.

2011 - 2012 • 1 year

Charlotte, NC

TD Ameritrade Investment Management, LLC

2011 - 2012 • 1 year

Charlotte, NC

TIAA-CREF

2006 - 2010 • 4 years

Charlotte, NC

Uvest Financial Services Group, Inc.

2005 - 2006 • 1 year

Charlotte, NC

Truist Investment Services, INC.

2004 - 2005 • 1 year

Waynesville, NC

Synovus Securities, Inc.

2002 - 2004 • 2 years

Columbus, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jason A

Series 63, Series 65

Smyrna, GA

Opportunity Investment Group, LLC

Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Active portfolio management Concentrated stock management
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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
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Lamont S

Series 66

Kennesaw, GA

Schumpert Investments, LLC

Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

Wealth management General retirement planning Income planning Long-term care insurance Self-Employed
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Herbert M

Series 63, Series 65

Marietta, GA

DPM Wealth Management, Inc.

Herbert Miller is the principal of DPM Wealth Management, Inc. in Marietta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 1997. In addition to his advisory role, Miller owns a CPA tax practice and a management consulting firm, each unrelated to investment services. DPM Wealth Management provides discretionary portfolio management and asset allocation for a limited number of individual and institutional clients. The firm employs both fundamental and technical analysis with an active trading approach, managing accounts on a discretionary basis and emphasizing model-level monitoring and rebalancing.

Active portfolio management
user avatar

Martin S

CFP®, Series 63, Series 65

Marietta, GA

Financial Planning Partners

Martin Sickles is a CFP® professional with 28 years of experience in financial planning and investment management. He is the president of Financial Planning Partners, an independent firm he has led since 1997. He also serves as CEO of Exeter Analytics Group, where he provides accounting and tax preparation services as a CPA. Financial Planning Partners primarily serves high-income individuals and business owners, offering tailored financial plans and non-discretionary portfolio management. The firm combines fundamental and technical analysis within a diversified asset allocation framework, often utilizing third-party managers for specialized strategies.

General tax planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Cash flow / budgeting Self-Employed Founder/Business Owner
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Stephen C

CFP®, Series 63, Series 65

Marietta, GA

Resilient Wealth

Stephen Coulter Jr. is a CFP® with 19 years of industry experience and is the sole advisor at Resilient Wealth. He has worked at Titleist Asset Management, Hamilton Investment Counsel, and founded Pinger Systems, a company that builds custom contact management and social media automation systems for executives and sales professionals. He also serves as president of Resilient Advisor Coaching and Consulting Company, a non-investment-related business. Resilient Wealth provides investment management services primarily to pooled vehicles and institutional clients, as well as financial planning and consulting support to other financial advisors, trusts, estates, and businesses. Its investment approach combines fundamental and technical analysis to build diversified portfolios emphasizing low-cost mutual funds and ETFs, with regular monitoring and portfolio adjustments to meet client objectives.

Financial Professional Executive
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