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240 advisors near
30134
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Travis M
Series 63, Series 65, Series 66
Marietta, GA
Cetera Planning Partners
Travis Mitchell is a financial advisor with Cetera Planning Partners in Marietta, GA, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. He has worked at various Cetera entities since 2015 and held positions at Avantax firms and PNC Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management, including Social Security optimization and retirement advice, supported by ancillary services such as tax planning, bookkeeping, and estate planning through a third-party provider.
Terry G
Series 63, Series 65
Mableton, GA
GWN Securities Inc.
Terry Graham is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at several firms, including Ameritas Investment Corp. and Legacy Builders Wealth Management, where he serves as CEO. Outside of finance, Graham is a pastor at Team Soteria Ministries and leads an IT and audio services company, Focus Vision Communications, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including traditional and active investment strategies.
Jackson S
Series 65
Smyrna, GA
Wealth Enhancement Advisory Services, LLC
Jackson Spyke is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, his background includes roles at Wealth Enhancement Group and academic positions at Western Carolina University and Winthrop University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee.
Michael H
CFP®, Series 66
Marietta, GA
Allworth financial, L.P.
Michael Hostetler is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Allworth Financial, L.P. in Marietta, GA. His prior experience includes 15 years at Financial Services dba Capital Insight Group. Outside of his advisory role, he coaches a travel baseball team. Allworth Financial is a fee-based SEC-registered advisory firm that serves a broad client base including high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary engagements, supported by technology to manage held-away accounts.
Michael J
Series 66, Series 63
Marietta, GA
Wells Fargo Clearing
Michael Jones is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 registrations. His career includes roles at Wachovia Bank, N.A. since 2009 and Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
John F
Series 66
Marietta, GA
OSAIC
John Ferris is a financial advisor with OSAIC based in Marietta, GA, holding a Series 66 designation and 16 years of industry experience. Prior to joining OSAIC in 2023, he worked at Fsc Securities Corp for seven years. He is also the president of Waterstone Wealth Strategies, Inc., a marketing entity related to financial services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.
Lourdes L
Series 63, Series 66
Smyrna, GA
Cetera
Lourdes Lima Wallace is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at FSC Securities Corporation and Cetera Advisors LLC before her current role. Outside of her advisory work, she co-owns and manages a real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Jackson D
Series 66
Marietta, GA
Fidelity
Jackson Daigle is a financial advisor with Fidelity in Marietta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has worked as a bakery associate at Whole Foods Market. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs.
Christian B
CFP®, Series 66
Marietta, GA
OSAIC
Christian Bratton is a CFP® professional with six years of industry experience, currently advising at Osaic Wealth, Inc. in Marietta, GA. Prior to joining Osaic, he worked at FSC Securities / The Legacy One Group and has a background that includes seven years at Wellstar Cobb Hospital. He holds additional roles including supervising functions at SingleTrack Financial LLC and is involved in insurance sales. Osaic Wealth, Inc. serves a diverse clientele ranging from individual investors to institutions, providing integrated brokerage, investment advisory, and financial planning services. The firm employs a range of tools and third-party platforms to construct and manage portfolios across multiple asset classes, offering discretionary and non-discretionary account management.
Clark T
Series 65, Series 63
Marietta, GA
Fidelity
Clark Turner III is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at firms including Morgan Stanley, E*TRADE Capital Management, and SunTrust Investment Services. Outside of his advisory role, Turner is involved as an agent team member at Tim Broyles and Phillip Bell Insurance Agencies. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.
Frederick S
Series 63, Series 66
Dallas, GA
LPL Financial
Frederick Saavedra is a financial advisor with LPL Financial in Dallas, GA, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He previously worked at Cornerstone Wealth Management, LLC from 2014 to 2018. Outside of his advisory role, he operates a separate business entity, Fred Saavedra LLC, which is not related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.
Jackson H
Series 66
Marietta, GA
Edward Jones
Jackson Heinlen is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors and has held various roles at credit unions and universities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Rod B
CFP®, Series 66
Powder Springs, GA
Edward Jones
Rod Bazarsky is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tradebe Environmental Services from 2010 to 2018. 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 through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Samuel V
Series 66
Marietta, GA
LPL Financial
Samuel Vogelbacher is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and having three years of industry experience. His prior work includes roles at Fidelity Investments and Wells Fargo. Outside of advising, he has ongoing involvement with Uber in a non-investment employment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various management strategies.
Stephen A
Series 66
Hiram, GA
Cetera
Stephen Albritton is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera since 2020 and previously spent three years with Wells Fargo Clearing Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Carey G
Series 63, Series 65
Marietta, GA
Cambridge Investment Research Advisors
Carey Green is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Avantax Advisory Services and Cumberland Financial Group, where he also serves as a CPA, enrolled agent, and treasurer. He is involved in community activities as a treasurer and board member of the Eagle Backers Athletic Booster Club in Kennesaw, GA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a range of portfolio strategies across multiple platform arrangements.
Gregory S
Series 66
Marietta, GA
Thrivent Investment Management
Gregory Sinatra is a financial advisor with Thrivent Investment Management in Marietta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent and its predecessor entities since 2003. In addition to his advisory role, he serves as the Board of Stewardship Chair at Faith Lutheran Church & School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based planning across topics such as retirement, tax, estate, and special needs planning. The firm offers these services without discretionary trading authority and allows clients to integrate planning with managed-account programs through its WealthPlan option.
Joshua A
Series 66
Dallas, GA
LPL Financial
Joshua Arrowood is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 credential and previously worked at Heidelberg USA for seven years. Joshua is also associated with Main Street Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.
William M
Series 66
Marietta, GA
OSAIC
William Murphy is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked in various roles including as an independent life and health insurance producer and as a junior advisor supporting client services and practice management at Waterstone Wealth Strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by asset-allocation tools and third-party investment platforms.
Brandon C
CFP®, Series 66
Hiram, GA
Edward Jones
Brandon Courson is a CFP® professional with 11 years of experience, currently advising clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Hiram, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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Finding advisors...
240 advisors near
30134
within the area shown on the map
Out of 400,000+ nationwide