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175 advisors near
30094
within the area shown on the map
Out of 400,000+ nationwide
Arthur R
Series 66
Decatur, GA
Wealth Enhancement Advisory Services, LLC
Arthur Rosser is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His work history includes roles at L.M. Kohn & Company, Midsouth Capital, Inc., and Edward Jones prior to joining Wealth Enhancement in 2025. He is also involved in insurance sales and servicing fixed insurance and annuity policies. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment process that integrates both passive and active strategies overseen by an internal Investment Committee.
Suzanne K
Series 63, Series 66
Decatur, GA
Valic Financial Advisors
Suzanne Komisar is a financial advisor with Valic Financial Advisors in Decatur, GA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Larry A
CFP®, Series 63
Conyers, GA
SPC
Larry Ailes is a CFP® with 23 years of experience in financial services. He is affiliated with SPC and has been involved with Sigma Planning Company, Sigma Financial Corporation, and Larry Ailes & Associates since 2000. His other business activities include working as a life, health, and annuities insurance agent and assisting clients with employee benefits enrollment during open enrollment periods. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers and approximately $5.66 billion in assets under management.
Michael M
Series 66
Decatur, GA
Empower Advisory Group
Michael Mobilio is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc and Wyatt Law Group. Outside of finance, he has worked as a background actor in movies and TV shows. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.
David D
Series 63, Series 66
McDonough, GA
Edward Jones
David Dodd Jr. is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.
Andrew B
Series 66
Covington, GA
Edward Jones
Andrew Baker is a financial advisor at Edward Jones in Covington, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Keli H
Series 66
McDonough, GA
OSAIC
Keli Hazel is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Woodbury Financial Services Inc. and Money Concepts Capital Corp. She is also an author of a book aimed at helping women navigate divorce both personally and financially, and provides specialized financial services supporting amicable divorces through her own business ventures. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and a range of investment vehicles managed on discretionary or non-discretionary bases.
Frednesha H
Series 66
Ellenwood, GA
Fidelity
Frednesha Hamm is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and serves in a formal advisory role to multiple registered investment companies.
Denise S
CFP®, ChFC®, Series 63, Series 65
McDonough, GA
OSAIC
Denise Sowell is a financial advisor at OSAIC with 36 years of industry experience. She holds the CFP® and ChFC® designations and has worked with firms including 1717 Capital Management Company and Peachtree Planning Advisors. Outside of advising, she is principal of DG Sowell, Inc. and is involved with Capitol Financial Solutions, where she works directly with clients on their financial concerns. OSAIC serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to create portfolios across a range of securities, managing accounts on both discretionary and non-discretionary bases.
Amber R
Series 63, Series 66
McDonough, GA
Fidelity
Amber Robinson is a financial advisor at Fidelity with five years of industry experience. Her prior roles include positions at Edward Jones, J.P. Morgan Securities LLC, and the Small Business Administration. Outside of her advisory work, she operates a travel agency in Mcdonough, Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and engages in managing discretionary portfolios, fund advisory, and model portfolio delivery.
Cristian C
Series 66
Covington, GA
Edward Jones
Cristian Colin is a financial advisor with Edward Jones in Covington, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Enterprise Holdings and Gwinnett College, and he also has experience in the restaurant industry at Frontera Mex-Mex Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Lydia P
Series 66
Covington, GA
Edward Jones
Lydia Parker is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she assists with data entry for a promotional products company co-owned by a family member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.
Marcus A
Series 66
Conyers, GA
Cetera
Marcus Arnold is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Securities America Advisors and Concourse Financial Group Securities Inc. Outside of his advisory role, Arnold serves as a substitute teacher for DeKalb County Schools. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.
Walter H
ChFC®, Series 66
Conyers, GA
Edward Jones
Walter Hawk Jr. is a ChFC®-designated financial advisor with Edward Jones, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.
Myra P
Series 63
Stockbridge, GA
Edward Jones
Myra Poole is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Edward Jones and its affiliated entities since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Frank A
Series 63, Series 66
Conyers, GA
Cetera
Frank Arnold Sr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 50 years of industry experience. His prior work includes roles at Securities America, Concourse Financial Group Securities, and Proequities. Outside of advising, he is a member of the Newton County NAACP and serves as a mentor for the Newton Mentoring Program. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a diverse selection of affiliated and third-party investment managers.
Thomas D
Series 66
McDonough, GA
Edward Jones
Thomas Dorminy is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with two years of industry experience. His prior work includes roles with the Georgia Judicial Council, State House Office of Representative Lauren Daniel, and various political committees and campaigns in Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.
Taurice B
Series 66
Stockbridge, GA
Edward Jones
Taurice Bussey is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Edward Jones, he held roles in diverse fields including restaurant management, coaching, and healthcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers various advisory programs and investment strategies, supported by a large national network of advisors and branch offices.
Thomas Y
Series 66
Stockbridge, GA
J.P. Morgan Securities
Thomas Young is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. His prior roles include positions at Merrill Lynch and Agwest. Outside of his advisory work, he serves as President of the Ravalli County Montana Farm Bureau, focusing on public education and community activities related to agriculture. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
Ayer L
Series 66
Decatur, GA
Edward Jones
Larry Ayer III is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Dartmouth College and Wheaton College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.
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175 advisors near
30094
within the area shown on the map
Out of 400,000+ nationwide