Direct booking
Book time directly with this advisor, no back-and-forth required
7 advisors near 30474
Out of 400,000+ nationwide
Kathy K
Series 66
Vidalia, GA
Independent Financial Group, LLC
Kathy Keadle is a Series 66 licensed financial advisor with Independent Financial Group, LLC, where she has worked since 2015. She has 21 years of industry experience and is also the owner of Keystone Financial Services, a firm providing investment and consulting services since 2005. Additionally, she leads the Keystone Foundation for Financial Education, a nonprofit offering free financial workshops. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple investment platforms and third-party asset managers.
Charles J
ChFC®, Series 63, Series 65
Vidalia, GA
Primerica Advisors
Charles Jordan III is a financial advisor with Primerica Advisors based in Vidalia, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Co for over two decades. Outside of his advisory role, he serves as the Immediate Past Chairman of the Workforce Investment Board. Park Avenue Securities LLC serves a diverse retail client base with services ranging from brokerage to fee-based advisory and financial planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts across multiple asset classes.
William H
Series 63, Series 65
Reidsville, GA
Primerica Advisors
William Harn is a financial advisor with Primerica Advisors in Reidsville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and operates his own legal entity, William J Harn LLC, for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.
Bradford O
Series 66
Vidalia, GA
Edward Jones
Bradford Owens is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, previously spending four years with Voya Financial Advisors. Outside of his advisory role, Owens is a silent partner in a trucking and package delivery business serving FedEx distribution centers in Valdosta, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.
Brent O
Series 66
Vidalia, GA
Edward Jones
Brent Owens is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Confie and Southern Harvest Property & Casualty, Inc. Owens is a member of Owens Plantation LLC, a family hunting property he co-owns with his father. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large retail advisor and branch network across the United States.
Jeffry P
Series 63, Series 65
Vidalia, GA
Cetera
Jeffry Palmer is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Concourse Financial Group Securities Inc and Cetera Wealth Services. In addition to his advisory work, he owns Gum Branch Nursery & Landscape, a lawn care service business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by both advisor-managed accounts and firm-sponsored model portfolios.
Nathan D
Series 66
Reidsville, GA
Primerica Advisors
Nathan Daniel is a Series 66 licensed advisor with Primerica Advisors, based in Reidsville, GA, and has three years of industry experience. His prior roles include positions at Thrivent Financial and Senior Life Insurance Company. Outside of his advisory work, he serves as Treasurer on the board of the Dublin Youth Vocal and Orchestra nonprofit. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
7 advisors near 30474
Out of 400,000+ nationwide