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221 advisors near
30228
within the area shown on the map
Out of 400,000+ nationwide
Scott T
Series 66
Peachtree City, GA
Edward Jones
Scott Trammell is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.
Mark T
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Mark Thompson is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. He also serves as a power of attorney for his spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.
Jeremy L
CFP®, Series 63, Series 66
Hampton, GA
Edward Jones
Jeremy Lange is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and manages commercial real estate and rental properties in Hampton, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
William W
Series 63, Series 66
Stockbridge, GA
Primerica Advisors
William Washington II is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp, Inc., Securities America, Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by external asset managers and supports trade execution and custody through established third parties.
Daniel C
Series 66
Peachtree City, GA
Raymond James Financial
Daniel Clay is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Raymond James in 2024. Outside of his advisory role, he is the owner of CDK Wealth Management LLC and serves as a financial advisor at CoWealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors with specialized municipal and public-finance capabilities.
Elliot S
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Elliot Schwartz is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Douglas F
Series 63, Series 65, Series 66
Peachtree City, GA
LPL Financial
Douglas Fuentes is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 16 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Gerald S
Series 63, Series 66
Hampton, GA
Edward Jones
Gerald Simon is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 66 credentials. Simon has spent the majority of his career at Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Yancey C
Series 63, Series 66
Fayetteville, GA
Wells Fargo Clearing
Yancey Carter is a financial advisor with Wells Fargo Clearing in Fayetteville, GA, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he owns businesses managing pecan farming and timber harvesting in Hahira, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.
Nicholas R
Series 66
McDonough, GA
Cetera
Nicholas Russell is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and currently serves in their McDonough, GA office. Outside of his advisory role, he is involved with the Society for Financial Awareness where he presents financial seminars, and he serves on the board of Arlington Hope Enterprises, a nonprofit birthing center. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.
Allen F
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Allen Fowler is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He has been with Wells Fargo entities since 2013, currently holding Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for his father. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Roderick W
CFP®, Series 63, Series 66
Stockbridge, GA
Cetera
Roderick Washington is a CFP® with 22 years of experience in the financial services industry. He is currently an advisor at Cetera and has held various roles within Cetera and Avantax firms since 2005. Prior to joining Cetera, he spent nine years at 1ST Global Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors, with access to multiple program platforms, third-party money managers, and a multi-manager investment approach.
Grace H
Series 65, Series 63
Fairburn, GA
Cetera
Grace Hayden Macnaught is a financial advisor at Cetera with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has held positions at Invesco and Jackson National Life Distributors, LLC. She is also involved with The Planning Studio LLC, a financial services business she owns and operates. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services across discretionary and non-discretionary program structures.
Javan P
Series 63, Series 65
Locust Grove, GA
Edelman Financial Engines
Javan Parks is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, E*Trade Securities LLC, and Financial Engines Advisors, L.L.C. Outside of financial services, Parks has been involved with wellness and fitness companies. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options and managing a broad range of accounts with a long-term, diversified approach.
Michael J
Series 66
Stockbridge, GA
Edward Jones
Michael Jones is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018 with a brief tenure at other firms including Medtronic and Mutual of Omaha. Outside of his advisory role, he is a partner in a marketing business that serves professional clients such as actors, athletes, and authors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large national network of financial advisors and branch offices.
Floyd G
Series 66
Fayetteville, GA
Edward Jones
Floyd Gantt is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.
Takilya S
Series 66
Stockbridge, GA
Edward Jones
Takilya Stewart is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2018, she spent twelve years with Kimberly Clark Corporation. Stewart also had a brief role with Berean Christian Church in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.
Jacob E
Series 66
Peachtree City, GA
Wells Fargo Advisors
Jacob Ellis is a financial advisor with Wells Fargo Advisors in Peachtree City, GA. He holds a Series 66 designation and has three years of industry experience, including roles at XL Sports and Clean Care prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.
Andrew M
Series 66
McDonough, GA
Edward Jones
Andrew Magness is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he spent 11 years at National Merchandising Services LLC. He is also listed with DraftKings.com in a non-active capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
Daniel K
Series 63, Series 65
Riverdale, GA
Intellivest Securities, Inc.
Daniel Kolber is a financial advisor at Intellivest Securities, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has operated the Law Office of Daniel H. Kolber, P.C. since 2010. In addition to his advisory role, he owns Intellivest Securities Research, Inc., which produces securities research. Intellivest Securities, Inc. provides investment advice and research services covering publicly traded equities and private placements. The firm offers subscription-based research, analytical tools, and consulting engagements, utilizing a blend of fundamental, technical, and charting analysis in its investment approach.
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Finding advisors...
221 advisors near
30228
within the area shown on the map
Out of 400,000+ nationwide