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145 advisors near
30116
within the area shown on the map
Out of 400,000+ nationwide
Tiffany M
Series 66
Carrollton, GA
Edward Jones
Tiffany Middleton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Georgia Mortgage Services Inc. as a mortgage loan officer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.
Brody P
Series 66
Carrollton, GA
Merrill
Brody Parkerson is a financial advisor with Merrill holding a Series 66 credential. He has one year of industry experience and has previously worked with Bank of America, MWA Financial Services, and Modern Woodmen of America. Prior to his advisory roles, he was employed in education at several institutions including Georgia Gwinnett College and Gordon State College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Larry L
Series 63, Series 65
Carrollton, GA
Primerica Advisors
Larry Lyle is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to advisory work, he receives non-investment related compensation through referrals for home security, automation products, and other home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.
Joey K
ChFC®, Series 63, Series 66
Carrollton, GA
Edward Jones
Joey Key is a financial advisor at Edward Jones in Carrollton, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Assurity Life and several Southern Farm Bureau companies. Key has been with Edward Jones since 2017. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Stacey R
CFP®, Series 66
Newnan, GA
Raymond James Financial
Stacey Richmond is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones for nine years. Richmond also provides financial planning and services as an associate at CoWealth Advisors in Newnan, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and has unique municipal advisory affiliations along with innovative plan-level consulting programs.
Joseph G
Series 63, Series 65
Carrollton, GA
LPL Financial
Joseph Garrett is a financial advisor with LPL Financial in Carrollton, Georgia, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory work, he is involved in authoring through Chapel Heights Publishing, LLC. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, and offers access to model portfolios, research, and various investment strategies.
Jackson G
Series 66
Carrollton, GA
Cambridge Investment Research Advisors
Jackson Grillo is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Rezolut and Rollins Inc. Prior to his current role, he had an 11-year tenure at Cambridge Investment Research, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.
Michael L
Series 63, Series 66
Newnan, GA
Edward Jones
Michael Lonas is a financial advisor at Edward Jones with 11 years of industry experience. He has held Series 63 and Series 66 credentials and has been with Edward Jones since 2016. Based in Newnan, GA, he serves clients through a large national firm. 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 provides 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.
Pamela R
Series 66
Carrollton, GA
Cambridge Investment Research Advisors
Pamela Robinson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. She has been with Cambridge since 2008 and previously worked at Grillo & Associates for 25 years. Outside of her advisory work, she serves as treasurer for Habitat for Humanity of West Georgia and is involved as a youth leader at Midway Macedonia Baptist Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment approaches including proprietary models and third-party strategies.
Michael R
Series 63, Series 65
Newnan, GA
Cambridge Investment Research Advisors
Michael Robieson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Cambridge Investment Research since 2009. Outside of his advisory work, he is involved as an independent insurance agent and is the managing director and owner of Hadrian Group LLC, a company focused on software sales, executive search, and HR services. He also serves as a program manager for the Vinings Run Condo Association, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing multiple investment platforms and a range of strategies including proprietary models and third-party managers.
Joseph B
Series 66
Newnan, GA
Edward Jones
Joseph Bence is a financial advisor with Edward Jones in Newnan, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 11 years with the Coweta County Board of Education. 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.
Jeremy S
Series 63, Series 65
Carrollton, GA
LPL Financial
Jeremy Sabo is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is a certified USA Track & Field athletics official and is the author of a book on the history of the track and field program at Carrollton High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, providing both discretionary and non-discretionary management along with model portfolios and research support.
Steven H
CFP®, Series 63
Carrollton, GA
LPL Financial
Steven Holmes is a CFP® with 26 years of industry experience, currently advising at LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisors LLC for five years and has operated Holmes Financial Group, Inc. since 2001. He also provides individual and business income tax preparation services through Holmes Financial Group Income Tax Services. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services supported by research from LPL and third-party subadvisors.
Jamie C
Series 66
Newnan, GA
Edward Jones
Jamie Camp is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2015, with a brief period at Bank of America and Merrill between 2018 and 2021. Outside of advising, he is a partner in a family partnership established to protect family assets from probate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.
Stephen S
Series 63, Series 65
Carrollton, GA
UBS Financial Services
Stephen Stana is a financial advisor with UBS Financial Services in Carrollton, GA, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he owns and operates a family farm called Tailor-Made Farms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.
Brett M
CFP®, Series 66
Newnan, GA
LPL Financial
Brett Moore is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Newnan, GA. He has worked at several firms including AXA Advisors LLC, Ameritas Investment Corp, and his own W.C. Moore Financial Services. Moore operates a personal tax entity, Brett L. Moore, F.S., LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and research-supported investment strategies delivered through its network of investment adviser representatives.
Silke W
Series 65, Series 63
Carrollton, GA
Primerica Advisors
Silke Wolf is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. She has been with Primerica Advisors since 2016 and has prior work experience with Augusta Richmond County. Outside of advising, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily via model-driven strategies created by unaffiliated asset managers, supported by custodial and trade execution services, and manages approximately $15.5 billion in assets.
Victor H
Series 66
Newnan, GA
Edward Jones
Victor Howard is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Randstad USA from 2016 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.
Frederick O
Series 63, Series 66
Carrollton, GA
Edward Jones
Frederick O'Neal is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of advising, he serves as a director of Tanner Health Systems and is chairman of the Deacon's Ministry at First Baptist Church of Carrollton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.
Jaylen J
Series 66
Carrollton, GA
Edward Jones
Jaylen Jones is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked previously at Capital Group and Ares Management. Outside of his advisory role, Jones is the founder of 86 Hills LLC, a clothing resale business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a large network of financial advisors and branch offices nationwide.
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Finding advisors...
145 advisors near
30116
within the area shown on the map
Out of 400,000+ nationwide