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Brett N
CFP®, CFA®
Atlanta, GA
Capital Investment Advisors, LLC
Brett Noggle is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding the CFP® and CFA® designations with five years of industry experience. Prior to joining Capital Investment Advisors, he spent ten years with IHS Markit. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized portfolio approach with ETF-based models tailored to client needs and integrates financial planning with portfolio management, supported by in-house tax and estate planning specialists.
Stephen H
Series 63, Series 66
Atlanta, GA
Equity Investment Corp
Stephen Halley is a financial advisor at Equity Investment Corporation with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Foreside Funds Distributors LLC and Fiera Capital Inc. He serves as a senior director responsible for marketing and selling separately managed accounts and mutual fund services to financial advisors. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs an absolute value investment approach across multiple equity strategies and serves a range of clients such as trusts, retirement plans, corporate entities, and insurance companies.
Mary L
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Mary Linn is a financial advisor at OpenArc Corporate Advisory, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Before entering finance, she was employed at OneMain Financial and worked at Celebration Church. OpenArc Corporate Advisory serves individuals, trusts, corporations, and institutional retirement plans, offering wealth management, financial planning, and investment management. The firm manages approximately $10.1 billion and utilizes a diversified investment approach that includes public and private markets, digital assets, and specialized advisory services for plan sponsors and nonprofit clients.
Nicholas M
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Nicholas Molinari is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill for seven years. OpenArc Corporate Advisory serves individual, trust, corporate, and institutional clients with wealth management, financial planning, and investment management. The firm employs a diversified investment approach across public and private markets and provides governance-oriented services for plan sponsors and nonprofit clients.
Maria P
Series 65, Series 63
Atlanta, GA
OpenArc Corporate Advisory, LLC
Maria Pacin is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. She has previously worked at Merrill Lynch and Bank of America, N.A. Maria is based in Atlanta, GA. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm employs a comprehensive investment process combining institutional research, manager due diligence, and diversified implementation across public and private markets.
Stephanie V
Series 66
Milton, GA
OnePoint BFG Wealth Partners
Stephanie Van Dyke is a financial advisor at OnePoint BFG Wealth Partners with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Jeffrey W Miller. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management models and integrates technology and operational outsourcing into its service approach.
Robert D
CFA®, Series 66
Atlanta, GA
Arkadios Wealth Advisors
Robert Douglass is a CFA® charterholder with 26 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, where he has worked since 2021. His prior experience includes positions at JPMorgan Chase Bank NA, J.P. Morgan Securities, and Credit Suisse Securities (USA) LLC. He is also a managing partner at Corbet Capital Advisors, an investment advisory firm. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using various portfolio management strategies and combines fundamental, technical, and cyclical analysis in its approach.
Marina M
Series 65
Atlanta, GA
Apollon Wealth Management, LLC
Marina Mirolli is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA. She holds a Series 65 credential and has been with Apollon since 2026. Prior to joining the firm, she held roles at North Georgia Land and See.Spark.Go over several years. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of about 145 advisors and 67 offices. The firm serves a diverse client base including individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services.
Michael E
Series 63, Series 66
Atlanta, GA
Alexander Capital Wealth Management LLC
Michael Eldredge is a financial advisor at Alexander Capital Wealth Management LLC in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Centaurus Financial Inc. and J P Turner & Company Capital Management, LLC. Eldredge also serves as branch manager and operations manager at LCORE Wealth Management LLC. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, and certain institutional clients. The firm employs a top-down investment process that combines proprietary technical analysis with fundamental review, utilizing discretionary management, sub-advisers, and model portfolios.
Long D
CFA®
Atlanta, GA
Waverly Advisors, LLC
Long Delille is a CFA® charterholder based in Atlanta, GA, with two years of experience in the financial services industry. He currently works at Waverly Advisors, LLC and previously held positions at Manchester Capital Management, Pfizer, and Willis Towers Watson. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting services.
Dalton F
Series 65
Atlanta, GA
Apollon Wealth Management, LLC
Dalton Fair is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with two years of industry experience. His career includes roles at Catalyst Wealth Management and Morgan Stanley prior to joining Apollon. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in assets and serving over 8,000 clients. The firm offers financial planning and portfolio management services to individuals, families, businesses, and institutional clients, combining centrally managed strategies with locally managed portfolios supported by advanced research and technology tools.
Matthew P
Series 66
Woodstock, GA
Arete Wealth Advisors, LLC
Matthew Parker is a financial advisor at Arete Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Synovus Securities Inc. and CREATIVE Financial Group. Outside of his advisory role, he is an associate at HILL & HILL FINANCIAL LLC in Woodstock, GA. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.
Trevor P
Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Trevor Payne is a financial advisor at Capital Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Queensborough Wealth Management. His background includes roles in education at the University of Georgia, University of North Georgia, Westside High School, and Georgia Cyber Academy. Capital Investment Advisors 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 tailored allocations and access to specialized third-party managers.
John P
Series 63, Series 65
Atlanta, GA
Equity Investment Corp
John Power is a financial advisor with Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 65 registrations and 32 years of industry experience. He has worked at Equity Investment Corporation since 2016 and concurrently held roles at Foreside Funds Distributors LLC since 2013 and JFB Holdings Corp from 2013 to 2017. Equity Investment Corporation provides discretionary equity portfolio management to institutional and private investors, including high-net-worth clients and retirement plans. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and serves various client types, including insurance companies and government entities, with a scalable advisory model.
Teresa M
CFP®, Series 63, Series 66
Atlanta, GA
Waverly Advisors, LLC
Teresa Munro is a CFP®-designated financial advisor at Waverly Advisors, LLC with 18 years of industry experience. She previously worked at BT Wealth Management, LLC for nine years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using both traditional and alternative strategies, offers financial planning and retirement consulting, and supports clients through institutional custodians and technology platforms.
Brittany H
CFP®, Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Brittany Hartnett is a CFP® with 18 years of industry experience, currently serving at OpenArc Corporate Advisory, LLC since 2025. Before joining OpenArc, she worked at Bank of America, N.A. and Merrill for over 16 and 17 years respectively. She serves on the board of directors for City of Refuge, a charitable organization in Atlanta focused on community support. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and diversified implementation across public and private markets, managing approximately $10.1 billion in assets.
Campbell H
Series 63, Series 66
Atlanta, GA
49 Financial
Campbell Huber is a financial advisor with 49 Financial in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Peachtree Planning. Outside of his advisory work, he coaches youth basketball and serves as networking chair for the Sigma Pi Fraternity alumni committee. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement plan consulting, and investment management. The firm employs a disciplined, long-term, diversified asset allocation strategy incorporating multiple analytical approaches and operates tiered fractional family office services.
Eileen F
Series 66
Marietta, GA
Kovack Advisors, Inc.
Eileen Fannon is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors since 2015, following prior roles at Resource Horizons Investment Advisory and Resource Horizons Group. Outside of her advisory work, she serves as a minister performing marriage ceremonies and is involved in accounting and tax services through a separate business she manages. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and governmental entities, employing a combination of internally developed models and third-party managers to construct and manage portfolios.
Myles D
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Myles Davies is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Rosefinch Investment Advisors and Brite Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning services. The firm is notable for its formal pension-transfer capability for U.K. nationals, including coordination with U.K. trustees and handling FCA-required suitability processes.
Nicholas H
Series 63, Series 65
Atlanta, GA
Nicholas Hoffman & Company, LLC
Nicholas Hoffman is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2007. Outside of his advisory role, he serves in a non-paid, non-voting leadership capacity with Investments Unlimited, LLC, a local investment group focused on collaborative investing activities. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm employs individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, including private equity and private debt, and offers performance-based fee arrangements for eligible private fund investors.
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4,919 advisors near
30064
within the area shown on the map
Out of 400,000+ nationwide