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358 advisors near
30517
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Bryan P
Series 66
Gainesville, GA
Cetera
Bryan Polanski is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has held roles at Cetera Wealth Services, Cetera, and Prosperity Wealth Advisors. Outside of advisory work, he is the director of sales at American Health Imaging, a medical equipment company. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services, including access to third-party managers and multiple program structures.
Heather B
Series 66
Flowery Branch, GA
J.P. Morgan Securities
Heather Blount is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following roles at Edward Jones and South State Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence with both quantitative and qualitative research, and they offer unique capabilities including futures and security-based swap dealer registrations.
Branden C
Series 63, Series 66
Suwanee, GA
LPL Financial
Branden Collins is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Morgan Stanley. Outside of his advisory role, Collins works as a physical therapy assistant at CenterWell Home Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios and third-party asset management, and supports its advisors with technology tools and extensive financial products.
Andrew T
Series 63, Series 65
Gainesville, GA
Raymond James & Associates
Andrew Tymchuk is a financial advisor with Raymond James & Associates in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Raymond James in 2023, he spent 13 years at Wells Fargo Advisors LLC. Outside of his advisory role, Tymchuk assists with budget organization at Corinth Baptist Church and owns a business dealing in sports cards, comics, and memorabilia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, utilizing a range of portfolio management styles supported by firm research and model managers.
John B
Series 63, Series 65
Suwanee, GA
Cambridge Investment Research Advisors
John Bolen is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2017. Prior to this, he was employed at SunTrust Advisory Services and Truist Investment Services. Bolen is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and offering multiple platforms and proprietary model strategies.
Libardo L
Series 66
Lawrenceville, GA
Primerica Advisors
Libardo Lopez is a financial advisor at Primerica Advisors with 22 years of industry experience and holds a Series 66 designation. His prior roles include positions at Clearbridge Investments, Citigroup Global Markets, and Anthem Securities. He was also involved with Start Church.Com in 2017. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors and 1,800 offices.
Johnny J
Series 63, Series 65
Gainesville, GA
Raymond James Financial
Johnny Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Cantella and Co., Inc. for 12 years before joining Raymond James in 2022. Outside of his advisory role, he serves as an independent contractor for Turner Johnson Group in Gainesville, GA, a non-investment-related position he has held since 2007. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through various advisory programs and institutional consulting services.
Robin S
Series 65, Series 63
Lawrenceville, GA
Primerica Advisors
Robin Slaton is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and eight years of industry experience. Slaton has worked with Primerica Financial Services since 1992 and also has a long tenure at Publix Supermarkets. In addition to advisory work, Slaton is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and emphasizes advisory services primarily for non-institutional investors.
James J
Series 66
Suwanee, GA
Ameriprise
James Jackson is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC and operated Jackson Auto Sales for five years. He has also been involved with the Boys and Girls Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
David V
CFP®, Series 63, Series 66
Jefferson, GA
Edward Jones
David Varnedoe Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is the owner of a real estate business, Half Moon Properties LLC, based in Jefferson, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.
Carole M
Series 63, Series 65
Suwanee, GA
OSAIC
Carole McNichol is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors, VOYA Financial Advisors, and Valic Financial Advisors. She also operates McNichol Financial Group, LLC and holds an insurance agent designation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.
Walter A
Series 63, Series 65
Jefferson, GA
Primerica Advisors
Walter Avrett is a financial advisor with Primerica Advisors in Hoschton, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2008. Outside of his financial advisory roles, Avrett co-owns Brick & Beam Events, LLC, an event planning business in Gainesville, GA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.
Xavier R
Series 66
Winder, GA
Raymond James Financial
Xavier Railey is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.
Charles A
Series 65
Jefferson, GA
Cambridge Investment Research Advisors
Charles Alligood is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Prior to joining Cambridge, he worked at DoorDash and Wayne Sanderson Farms. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies along with access to third-party advisers.
Terry C
Series 63, Series 65
Suwanee, GA
LPL Enterprise
Terry Crawford is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has four years of industry experience, with prior roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company among others. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.
Wesley M
Series 66
Lawrenceville, GA
Edward Jones
Wesley Mc Michael is a Series 66-registered financial advisor with Edward Jones, based in Lawrenceville, GA. He joined Edward Jones in 2025 after a 26-year career at Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a fiduciary standard in its advisory services. The firm’s extensive network includes approximately 23,701 financial advisors and 15,121 branch offices, supporting approximately $1.01 trillion in assets under management.
Deric G
Series 63, Series 66
Suwanee, GA
Cetera
Deric Governale is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at LPL Financial, Edward Jones, and leadership positions at DBG Wealth Management and Infinity Wealth Management. Outside of his advisory work, he serves on the tournament committee for the Hamilton Mill Mens Golf Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to varied program structures and third-party managers.
Christopher D
Series 63, Series 65
Sugar Hill, GA
Sacred Heart Investments
Christopher Drozjock is a financial advisor at Sacred Heart Investments with 23 years of industry experience. He holds Series 63 and Series 65 designations and has a long-term career with the United States Postal Service since 1984. Sacred Heart Investments focuses on managing pooled investment vehicles and institutional mandates, providing investment management and consulting services including pension consulting and client communications through periodic newsletters. The firm also selects and oversees other advisers to implement strategies for its institutional clients.
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Finding advisors...
358 advisors near
30517
within the area shown on the map
Out of 400,000+ nationwide