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50 advisors near
30705
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Out of 400,000+ nationwide
Lacey J
Series 66
Ellijay, GA
Edward Jones
Lacey Jernigan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Safe Harbor Mortgage for six years and held positions at Mount Pisgah Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.
Wilburn H
CFP®, Series 66
Dalton, GA
LPL Financial
Wilburn Hudson is a CFP® credentialed financial advisor at LPL Financial with 16 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Resource Horizons Investment Advisory, Valic Financial Advisors, and Edward Jones. Outside of his advisory role, he is involved in airplane rentals in Dalton, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.
Will P
Series 66
Dalton, GA
Ameriprise
Will Patterson is a financial advisor with Ameriprise in Dalton, GA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously was affiliated with the University of Georgia. Outside of his primary role, he is also an associate financial advisor at 825 Group LLC, where he is involved in servicing clients, trading, financial planning, and back-office duties. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver tailored recommendations using proprietary research and third-party data.
Daniel F
Series 63, Series 65
Resaca, GA
Raymond James & Associates
Daniel Friedman is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Principal Securities, Principal Life Insurance, and Capital One Investing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
R L
CFP®, Series 63
Dalton, GA
Raymond James Financial
R Laughter is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 11 years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and provides specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
John D
CFP®, Series 63, Series 65
Dalton, GA
OSAIC
John Draper is a CFP® professional with 28 years of experience in financial advising. He is currently with OSAIC and has previously worked for Fsc Securities Corporation for 16 years. Draper is a partner in Browne, Draper and Land Financial Concepts LLC, where he is involved in financial plan creation, client meetings, and trading. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of advisers and advisory platforms. The firm employs a range of asset-allocation tools and offers both discretionary and non-discretionary portfolio management, incorporating diverse investment vehicles and third-party services.
Rawdon G
Series 66
Dalton, GA
Raymond James Financial
Rawdon Gallman III is a Series 66-licensed advisor at Raymond James Financial with one year of industry experience. His prior work includes positions at Mercer University and a long-term role at Central Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Dennis S
Series 66
Dalton, GA
Edward Jones
Dennis Steele Jr. is a financial advisor at Edward Jones with the Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Southern Adventist University for 21 years. 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.
Lawrence W
Series 63
Dalton, GA
Ameriprise
Lawrence Walter is a financial advisor with Ameriprise in Dalton, GA, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory work, he owns Walt's Woodworking, a small business focused on creating wooden flags and other woodworking projects. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to provide customized recommendations, with an emphasis on assets held in Ameriprise managed accounts.
Martin T
Series 66
Ellijay, GA
Edward Jones
Martin Titus is a financial advisor at Edward Jones in Ellijay, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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50 advisors near
30705
within the area shown on the map
Out of 400,000+ nationwide