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Ronald S
Series 63, Series 65
Kennesaw, GA
Kovack Advisors, Inc.
Ronald Skopek is a financial advisor at Kovack Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. His prior experience includes three years at Resource Horizons Investment Advisory, Inc. Outside of his advisory role, he owns and serves as president of Summit Financial Services, Inc., which focuses on the retail sale of securities. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.
Marc S
Series 63, Series 65
Kennesaw, GA
Concorde Asset Management, LLC
Marc Slavny is a financial advisor at Concorde Asset Management, LLC with credentials including Series 63 and Series 65 and over nine years of experience in the industry. His prior roles include positions at Alexander Capital, L.P., Capital Square Realty Advisors, Centaurus Financial INC., and Cetera Investment Advisers. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm constructs personalized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategies across multiple platforms, and offers ERISA retirement-plan advisory services and variable annuity separate account management.
Jeremy P
Series 66
Atlanta, GA
Alexander Capital Wealth Management LLC
Jeremy Presley is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding a Series 66 license and with 10 years of industry experience. He has worked with Alexander Capital, L.P. since 2020 and previously with Centaurus Financial, Inc. from 2016 to 2020. Outside of his advisory role, he operates a tax consultation business as a registered Enrolled Agent. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, with a focus on technical and fundamental analysis to guide asset allocation. The firm employs multiple advisory teams and uses discretionary management, sub-advisers, and model portfolios to implement client strategies.
Kassi H
ChFC®, Series 66
Peachtree Corners, GA
Apollon Wealth Management, LLC
Kassi Hyde is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at United Capital Financial Advisers, LLC, Thomas Burdg Consulting, Inc., and Thrivent Investment Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and consulting services. Apollon combines centrally managed strategy mandates with locally managed portfolios and employs fundamental analysis, tactical allocations, ESG risk models, and technology tools, including generative AI.
Richard T
Series 65
Marietta, GA
Impact Partnership Wealth, LLC
Richard Trabue is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at firms including AE Medicare Solutions and Blue Monarch Financial. Outside of his advisory role, he owns an online retail business, RITR Art and Clothing Company, where he designs custom art and fashion products, and he is an author of financial education books. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion across a network of approximately 89 advisors. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a broad affiliated-entity ecosystem and third-party operational platforms.
Daniel K
Series 66
Alpharetta, GA
Arkadios Wealth Advisors
Daniel Kistler is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Dempsey Lord Smith, LLC. He is also the owner of a business in the insurance, benefits, and human resources sector. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions using a blend of fundamental, technical, and cyclical analysis, with a range of portfolio management options including internally managed accounts, model portfolios, and third-party managers.
James B
CFP®, Series 63, Series 65
Alpharetta, GA
Merit Financial Advisors
James Byers II is a CFP® with 24 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Clearbridge Wealth Management, LPL Financial, and Raymond James Financial Services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and supports both discretionary and non-discretionary accounts.
Michael D
Series 66
Atlanta, GA
United Advisor Group
Michael Deschenes is a financial advisor with United Advisor Group based in Atlanta, GA, holding a Series 66 designation and four years of industry experience. He has worked at Mustard Money LLC, The O.N. Equity Sales Company, and Ohio National Financial Services. Deschenes is also an independent insurance agent licensed to sell life, health, disability insurance, and annuities. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom trading, and third-party managers using fundamental and technical analysis.
Katrina F
Series 63, Series 66
Woodstock, GA
Wealthcare Advisory Partners LLC
Katrina Falke is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and having 40 years of industry experience. Her prior work includes nearly three decades at INVEST Financial Corp, as well as roles at LPL Financial and Fortis Group Advisors. She is also the owner of Denali Wealth Management and engages in writing fixed insurance policies. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.
Branson N
Series 66
Kennesaw, GA
Henssler Financial
Branson Nelson is a financial advisor with Henssler Financial, holding a Series 66 designation and three years of industry experience. Prior to joining Henssler Financial, he worked at Janney Montgomery Scott LLC and has experience outside finance, including roles at Papa John's Pizza and political involvement with the Democratic Party of Georgia. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven investment approach using fixed income and high-quality equities, offering customized model portfolios, automated strategies, and institutional investment management.
Alexander B
CFP®, Series 66
Alpharetta, GA
Merit Financial Advisors
Alexander Barthold is a CFP® with 17 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Morgan Stanley, E*TRADE, Harrisdirect, and Edward Jones. He holds Series 66 registration and is based in Alpharetta, GA. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement consulting, and financial wellness programs, employing a long-term, diversified investment approach managed by an internal team and supported by third-party sub-advisers.
Marc F
Series 63, Series 65
Dunwoody, GA
World Equity Group, Inc.
Marc Frost is a financial advisor with World Equity Group, Inc. in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Westover Trading and World Equity Group since 2009 and has been involved with Westover Group since 2004. Outside of advising, he is an adjunct professor at Georgia State University teaching retirement and ERISA classes and serves as CFO for a food truck venture specializing in Venetian pasta. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs and third-party money managers, using risk-tolerance assessments to guide asset allocation and discretionary management.
Jonathan D
Series 63, Series 66
Alpharetta, GA
INTELLICENTS INVESTMENT SOLUTIONS INC
Jonathan Duggan is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at several firms including American Trust Retirement Services and TRG Advisors, Inc. prior to his current role. Intellicents Investment Solutions Inc. serves retirement plan sponsors, account administrators, individual clients, and institutions with services including retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies and integrates with affiliated benefits and insurance companies.
Laura S
Series 65, Series 63
Alpharetta, GA
Merit Financial Advisors
Laura Sithens is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Her prior roles include positions at LPL Financial LLC and PFM Capital Management LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed model portfolios and combines internal management with third-party sub-advisers to offer customized investment solutions.
Andrew S
Series 65, Series 63
Marietta, GA
Wealthcare Advisory Partners LLC
Andrew Shuford is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Fisher Investments, Wells Fargo Clearing, and &Partners, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and a behavioral economics framework, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide investment strategies.
Angela M
Series 66
Roswell, GA
Kestra Private Wealth Services, LLC
Angela Moore is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining Kestra in 2022. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm offers a broad range of investment products and specialized offerings, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.
Brandon B
Series 63, Series 65
Woodstock, GA
Larson Financial Group, LLC
Brandon Barfield is a financial advisor at Larson Financial Group, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations. Barfield is co-founder and Regional Director of Doctors Without Quarters, LLC, an organization that helps recent graduates manage student loan debt, where he contributes to operations and delivers loan repayment presentations nationwide. Larson Financial Group serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using both strategic and tactical investment approaches, alongside a range of specialized services including model portfolios, discretionary programs, and third-party manager recommendations.
Wesley H
CFP®, Series 63, Series 65
Atlanta, GA
Alexander Capital Wealth Management LLC
Wesley Heinrichs is a CFP® with ten years of industry experience, currently serving as an advisor at Alexander Capital Wealth Management LLC. His prior roles include positions at IFG Advisory, LLC and Bay Financial Advisors, Inc., among others. He is also the sole owner of Wesley Heinrichs, LLC, a business entity established for tax and investment purposes. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients and issuers for capital markets and M&A advisory work. The firm employs a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review and utilizes discretionary management, sub-advisers, and model portfolios.
Isaac D
Series 65
Kennesaw, GA
Henssler Financial
Isaac Dixon is a financial advisor at Henssler Financial in Kennesaw, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Holistiplan and Beckett & Associates Investment Services, Inc. Outside of finance, he has worked with Baddies Burgers and was involved with the Athens Rock Lobsters baseball team. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach that combines fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.
Brian M
Series 66
Alpharetta, GA
Merit Financial Advisors
Brian Martin is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. His work history includes positions at PKS Investments, LPL Financial, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, A.G. Edwards & Sons, and Ameriprise. In addition to his advisory role, he is licensed as an independent insurance agent, providing insurance advice as part of his services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios, while supporting both discretionary and non-discretionary accounts, and employs a range of internal and third-party investment management resources.
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2,190 advisors near
30188
within the area shown on the map
Out of 400,000+ nationwide