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4,659 advisors near
30168
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Out of 400,000+ nationwide
James R
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
James Rayburn is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 license and three years of industry experience. He is the owner and principal of The Wealth Genesis, a firm providing wealth management services to clients in the European Union. His prior experience includes work at Harrison Brook Ltd. and running Rayburn Wealth Management. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized portfolios that often include third-party managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives with varied service and compensation arrangements.
Emily F
Series 65
Atlanta, GA
BIP Wealth, LLC
Emily Fleming is a Series 65-licensed advisor at BIP Wealth, LLC with four years of industry experience. Prior to joining BIP Wealth in 2025, she worked at Signature FD, Wiser Wealth Management, and Somerset Advisory. She holds a degree from the University of Georgia. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored household-level plans using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also provides advisory services to private pooled vehicles and private-market offerings.
Hayes C
Series 65
Atlanta, GA
BIP Wealth, LLC
Hayes Chamblee is a Series 65-licensed financial advisor at BIP Wealth, LLC with one year of industry experience. Prior to joining BIP Wealth in 2024, he worked at Gratus Capital LLC from 2022 to 2024 and has a background that includes roles at Campbell University and Broughton High School. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, with tailored asset allocations and private-market offerings for qualified investors.
Kiliaen L
Series 63, Series 66
Atlanta, GA
Arkadios Wealth Advisors
Kiliaen Ludlow is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Triad Advisors Inc and Arden Trust Company. He serves as a board member for the Prestwick Homeowners Association, overseeing neighborhood matters and events. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs a diverse investment approach supported by an in-house portfolio team and offers fiduciary retirement plan consulting under an integrated operating model.
Giuseppe R
Series 63, Series 66, Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Giuseppe Riggi is a financial advisor at Beacon Global Advisor Network, LLC with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Beacon Global Advisor Network, he worked at firms including Carlton Group and Prudential Investments. In addition to his advisory role, he provides wealth management services focused on expatriates and U.S.-connected individuals through Chase Buchanan USA and is involved in real estate capital advisory at Max Benjiman Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and pension-advice services tailored particularly to U.K. expatriates. The firm employs customized portfolios combining third-party managed models, mutual funds, ETFs, and individual securities, with a notable capability in handling U.K. pension transfers through coordinated processes and platforms.
Marcia M
CFP®, CFA®, Series 63, Series 65
Atlanta, GA
BIP Wealth, LLC
Marcia Mayoue is a CFP® and CFA® with 23 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2011. She holds the Series 63 and Series 65 licenses and operates out of Atlanta, GA. BIP Wealth, LLC is a multi-advisor registered investment adviser that serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning and portfolio management. The firm utilizes tailored asset allocations and private-market securities for qualified investors and provides advisory services to private pooled vehicles and sponsor activities through affiliated entities.
Courtney M
Series 63, Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining OpenArc in 2025, she worked at Merrill for five years and Fidelity in various roles from 2015 to 2020. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional clients. The firm uses a diversified investment approach combining institutional research and manager due diligence across public and private markets, and serves clients including high-net-worth individuals, plan sponsors, endowments, and foundations.
Franklin S
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Voya Investment Management, Onward Reserve, and Cannon Financial Strategists. He also has experience in education from roles at the University of Georgia and Deerfield Windsor School. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm emphasizes a research-driven investment process and offers governance-oriented services for plan sponsors and nonprofit clients.
Andrew C
CFP®
Atlanta, GA
BIP Wealth, LLC
Andrew Cole is a CFP® professional affiliated with BIP Wealth, LLC, based in Atlanta, GA. He has four years of combined experience in financial advisory and related roles, including prior positions at Blue Trust and Blumark Financial Advisors. His background also includes teaching roles at Liberty University and Samford University. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including discretionary and non-discretionary accounts, with an investment approach that includes both public and private market strategies tailored to client needs.
Matthew C
CFP®, Series 63, Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Matthew Clark is a CFP® with 12 years of experience in the financial services industry. He has worked at Capital Investment Advisors, LLC since 2021, following roles at Howard Capital Management, Lindner Capital Advisors, Inc, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Co. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a centralized, structured portfolio approach with ETF-based model portfolios and access to specialized third-party managers.
Stephen W
ChFC®, Series 63
Atlanta, GA
Oxford Financial Group, Ltd
Stephen Wilkins is a financial advisor at Oxford Financial Group, Ltd with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Wilkins previously worked at The Leaders Group, Inc. and High Ground Company LLC. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm provides family office and CIO services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes managed by dedicated investment teams.
Jonathan C
Series 63, Series 65
Atlanta, GA
49 Financial
Jonathan Curry is an investment advisor representative with 5 years of industry experience, currently affiliated with 49 Financial in Atlanta, GA. He has held roles at Oakwood Capital Securities and Purshe Kaplan Sterling Investments among others. His background includes positions in both financial advisory and non-investment ventures such as moving and delivery services. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial and retirement planning, investment management, and tiered fractional family office services. The firm’s approach focuses on disciplined, long-term diversified asset allocation using proprietary and external model portfolios, emphasizing mutual funds and ETFs and active client behavioral coaching.
Daniel D
CFP®, Series 63, Series 65
Atlanta, GA
SignatureFD, LLC
Daniel Dubay is a CFP® professional with 18 years of industry experience, currently serving at SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing principal of Paradise Pointe Partners, LLC, a family real estate holding company. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and it is vertically integrated with an affiliated accounting firm and private investment funds.
Ryan H
Series 66
Atlanta, GA
IFG Advisory, LLC
Ryan Hood is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 license and 29 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health-related non-variable insurance and moderates activities unrelated to investment advising. IFG Advisory, LLC provides investment advisory and financial planning services to individuals including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors, third-party models, and various financial instruments, while also managing held-away assets to align with clients’ overall goals.
Jack C
Series 63, Series 65
Atlanta, GA
Apollon Wealth Management, LLC
Jack Cayce is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Catalyst Wealth Management, L.L.C., Kalos Capital, Inc., LPL Financial, New England Securities, and Mass Mutual Investor Services. In addition to his advisory role, he operates as an insurance agent providing life, disability, and fixed annuity insurance solutions. 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, retirement plans, and insurance company clients, offering financial planning, portfolio management, retirement plan advisory, and consulting services through a combined approach of centrally and locally managed strategies.
Daphne G
Series 63, Series 65
Atlanta, GA
OpenArc Corporate Advisory, LLC
Daphne Gentile is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Merrill, Wells Fargo Advisors, Cambridge Investment Research, Fuller and Company, and Morgan Stanley. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research, manager due diligence, and a mix of public and private market securities, managing approximately $10.1 billion on a discretionary basis.
Kade S
Series 65
Atlanta, GA
SignatureFD, LLC
Kade Scott is a financial advisor at SignatureFD, LLC with a Series 65 designation and two years of industry experience. He previously worked at Blue Mile and has a background that includes roles outside the financial sector at Georgia Southern University and McAllister's Deli. SignatureFD serves a range of clients including individuals, business entities, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm utilizes diversified, long-term asset allocation strategies and operates several specialized business lines such as AutographFD, an AI-enabled platform for private placement life insurance.
Ronald S
Series 63, Series 65
Atlanta, GA
Bison Wealth, LLC
Ronald Savarese is a financial advisor at Bison Wealth, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sterne Agee Financial Services, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he owns Home Planet Ventures LLC and publishes books through Home Planet Publishing, a family-operated business. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment approach features outcome-focused, multi-manager model portfolios combining tactical and strategic allocations across liquid and private-market strategies.
Randall R
Series 63, Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Randall Roman is a financial advisor at OpenArc Corporate Advisory, LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence to deliver diversified investment solutions across public and private markets, serving a range of clients including high-net-worth individuals and nonprofit organizations.
Edward G
CFP®, Series 63, Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Edward Goepp Jr. is a CFP®-designated financial advisor with 14 years of industry experience. He has been with Capital Investment Advisors, LLC since 2019 and previously worked at Wela Strategies, Inc. and Guardian Life. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, ETF-based model portfolio approach tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning strategists.
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4,659 advisors near
30168
within the area shown on the map
Out of 400,000+ nationwide