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Ebony R
Series 65, Series 63
Peachtree Corners, GA
United Brokerage Services, INC
Ebony Robinson is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked previously at United Bank, The Leaders Group, Inc., Midwood Financial Services, Inc., and Bluerock Capital Markets, LLC. Outside of her advisory role, she consults small business owners on human resources and employee relations through 100 Consulting LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs. The firm emphasizes strategic and tactical asset allocation, including the use of mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays.
Thomas B
CFA®, Series 63
Atlanta, GA
Crawford Investment Counsel Inc
Thomas Buehler is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel Inc. since 2005. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, registered investment companies, pension plans, trusts, and municipal entities. The firm uses a bottom-up, value-oriented investment approach emphasizing dividend-paying, higher-quality companies and employs distinct equity and fixed-income strategies tailored to client needs.
Jason Y
Series 66
Atlanta, GA
Apollon Wealth Management, LLC
Jason Young is a financial advisor with Apollon Wealth Management, LLC in Atlanta, GA, holding a Series 66 designation and over 20 years of industry experience. His background includes roles at firms such as Deutsche Bank Securities, Alex Brown, and Raymond James & Associates. Outside of advisory work, he owns Agility Power Systems, LLC, a holding company with a private investment in Helix Semiconductors. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth families, family offices, and institutional clients. The firm employs a combined strategy of centrally managed mandates and locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.
Aaron D
Series 63, Series 65
Marietta, GA
Impact Partnership Wealth, LLC
Aaron Dixon is a financial advisor with Impact Partnership Wealth, LLC in Marietta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at State Farm VP Management Corp. and Steve Cannon Insurance Agency. Outside of advisory work, he owns and operates North Mountain Capital, LLC, an equipment rental business. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion in assets. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a network of about 90 advisors and multiple affiliated service providers.
Patrick H
CFP®, Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Patrick Hinchey is a CFP® professional with 28 years of experience in the financial services industry. He has been with IFG Advisory, LLC since 2015 and has held roles at LPL Financial, Robins, Eskew, Smith & Jordan Financial Services, and Hinchey & Associates Financial Services. Outside of his advisory work, he is the owner and president of Bald Face Productions, a company focused on promoting a local band. IFG Advisory, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and offers access to multiple investment management strategies.
Rebecca B
Series 65
Atlanta, GA
49 Financial
Rebecca Barnett is a financial advisor at 49 Financial with a Series 65 credential and no prior industry experience. Her background includes roles at Barrett Properties, Oconee Youth School of Performance, the University of Georgia, Rhythm Dance Center, and Walton High School. She has been involved in educational and performance organizations for several years. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using mutual funds and ETFs, supported by an Investment Committee and client behavioral coaching.
Clifton D
Series 65, Series 66
Atlanta, GA
Balentine
Clifton Dortch Jr. is a financial advisor at Balentine with a Series 65 and Series 66 license and two years of industry experience. Prior to joining Balentine in 2021, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2015 to 2021. Balentine serves entrepreneurs, families, high-net-worth individuals, and institutional clients by providing wealth management, financial planning, investment management, family office services, and sub-advisory arrangements. The firm employs a model-driven investment approach that combines active and passive strategies, emphasizing asset allocation by risk type and offers specialized services including private fund advisory and portfolio management for pooled vehicles.
James M
CFP®, CFA®, Series 66
Atlanta, GA
Synovus Securities, Inc.
James Mckenzie is a CFP® and CFA® charterholder with three years of industry experience. He is currently affiliated with Synovus Securities, Inc. and CREATIVE Financial Group. His background includes roles at Synovus Financial Corporation and teaching positions at Mercer University and St. Pius X Catholic School. Synovus Securities, Inc. serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering both advisory and brokerage services with a variety of managed account programs and financial planning options.
Mary Clare B
Series 66
Atlanta, GA
New Edge Wealth
Mary Clare Breyel is a financial advisor at NewEdge Wealth with three years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior across a range of strategies and alternative exposures.
David S
Series 66
Atlanta, GA
Arkadios Wealth Advisors
David Short is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Co and Waddell & Reed. Outside of advising, he is the sole owner of Aster Hawthorn LLC and sells life, disability, and long-term care insurance through Ash Brokerage. 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 fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.
Nicholas R
Series 66
Atlanta, GA
IFG Advisory, LLC
Nicholas Rios is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at IFG Advisory and its affiliated entities since 2013 and has been associated with LPL Financial during this period. In addition to his advisory role, Rios is involved in insurance sales, offering life, health, Medicare supplement, and long-term care policies. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and manages assets both in-house and through third-party arrangements.
Brenden U
CFP®, Series 66
Atlanta, GA
Capital Investment Advisors, LLC
Brenden Urban is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Capital Investment Advisors, LLC with five years of industry experience. His career includes roles at several firms including Wells Fargo Clearing Services, Invesco, Fidelity Investments, and Merrill. 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 with a structured, centralized portfolio approach, utilizing ETF-based model portfolios and specialized third-party managers tailored to client needs.
Valerie E
Series 65, Series 63
Atlanta, GA
Mutual Of Omaha Investor Services, Inc.
Valerie Edwards is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Valerie has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2010. She is also licensed as an insurance agent, focusing on life, health, and fixed annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through platform relationships with Envestnet and Pershing.
Alex L
Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Alex Levine is a financial advisor at OpenArc Corporate Advisory, LLC, based in Atlanta, GA. He holds the Series 66 designation and has 12 years of industry experience, including previous roles at Merrill and Bank of America. 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 and manager due diligence, offering both discretionary and non-discretionary advisory solutions across public and private markets.
James H
Series 65
Atlanta, GA
Bison Wealth, LLC
James Hawbaker is a financial advisor at Bison Wealth, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. He has been involved with Davis & Hawbaker Real Estate Group, LLC since 2016 and with Hawbaker Financial Services, LLC since 2004. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services, utilizing a multi-manager investment approach that blends tactical and strategic allocations across liquid and private-market strategies.
Robert Y
CFP®, Series 63, Series 65
Peachtree Corners, GA
Apollon Wealth Management, LLC
Robert Yu is a CFP® with 13 years of industry experience and is currently with Apollon Wealth Management, LLC. He has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Yu is licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing varied investment tools including ESG models, direct indexing, and generative AI.
Alan L
CFP®, Series 65, Series 63
Atlanta, GA
Crawford Investment Counsel Inc
Alan Lane is a CFP® with 10 years of industry experience currently advising at Crawford Investment Counsel Inc. He has worked at several firms including Tidal Creek Capital Advisors, LPL Financial, and Arvest Wealth Management. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach with emphasis on dividend-paying equities and credit-focused fixed income strategies.
Heath S
Series 65
Atlanta, GA
49 Financial
Heath Siebel is a financial advisor at 49 Financial with Series 65 credentials and one year of industry experience. His prior work includes roles at The Land Group Title Company, Cincinnati Reds, Cellular Sales, and co-ownership of DiOrios Pizza and Pub. Siebel is also a licensed fixed insurance agent. 49 Financial serves a range of individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.
Mitchell G
CFA®, Series 63
Atlanta, GA
Equity Investment Corp
Mitchell Gentry is a CFA® charterholder with six years of industry experience. He is currently with Equity Investment Corporation, where he has worked since 2023. His prior experience includes roles at Reagan Securities, Inc. and Jefferies LLC. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors. The firm employs a fundamental, absolute value investment process across various equity strategies and serves several unique client types such as insurance companies and government entities.
Mark T
Series 66
Dunwoody, GA
Arkadios Wealth Advisors
Mark Thompson is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and bringing 23 years of industry experience. He has worked with several firms, including EPG Wealth Management LLC and ACG Wealth, Inc. Outside of his advisory work, Thompson serves as president of Authentic Financial, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of platforms, including advisor-managed accounts and third-party money managers. The firm utilizes an internal portfolio team for strategy and trade execution and offers comprehensive financial planning and retirement consulting.
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4,757 advisors near
30305
within the area shown on the map
Out of 400,000+ nationwide