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783 advisors near
30114
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Out of 400,000+ nationwide
Derek H
Series 66
Woodstock, GA
Edward Jones
Derek Hurt is a financial advisor at Edward Jones with one year of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he has been self-employed since 2022 and owns Divine Disposal, a junk removal company. He also coaches baseball for youth ages 9 to 21 through Pinnacle Prospects, serving as a Player Development Coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Kenyetta S
Series 63, Series 65
Canton, GA
Primerica Advisors
Kenyetta Stewart is a financial advisor with Primerica Advisors in Canton, GA, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at PFS Investment Inc., Atlanta VA Healthcare System, Piedmont Hospital, Primerica Financial Services, and WellStar Cobb Hospital. She is involved in sales of investment-related products and also receives compensation for referring home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.
Lee F
Series 66
Alpharetta, GA
UBS Financial Services
Lee Friedman is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and capital market assumptions to tailor investment strategies.
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Finding advisors...
783 advisors near
30114
within the area shown on the map
Out of 400,000+ nationwide