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Joseph L
Series 63, Series 65
Douglasville, GA
Wells Fargo Clearing
Joseph Lawlor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016, preceded by seven years at Wells Fargo Advisors LLC and 24 years at Wachovia Bank, N.A. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.
Jeana S
CFP®, Series 63, Series 66
Atlanta, GA
LPL Financial
Jeana Salman is a financial advisor with LPL Financial based in Atlanta, GA, holding a CFP® designation and Series 63 and 66 licenses. She has 21 years of industry experience and has been with LPL Financial and Delta Community Credit Union since 2016. Outside of her advisory work, she also works part-time as a travel agent. 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, combining discretionary and non-discretionary management with research-supported model portfolios and alternative strategies.
Brian H
Series 63, Series 66
Atlanta, GA
Cetera
Brian Hulsey is a financial advisor with Cetera and holds the Series 63 and Series 66 credentials. He has 25 years of industry experience and has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, he is also involved in financial consulting and investment management through Chastain Park Capital Partners, LLC, and sells life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.
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.
John S
Series 63, Series 65
Atlanta, GA
XYPN Sapphire
John Stoj is a financial advisor at XYPN Sapphire with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Verbatim Financial LLC and Transamerica Financial Advisors. He is a one-third partner in Flat Fee Advisors (dot) Org, a flat fee advisor directory. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and supports a network of nearly 50 affiliated advisors through centralized back-office and compliance services.
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Finding advisors...
725 advisors near
30349
within the area shown on the map
Out of 400,000+ nationwide