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136 advisors near
30223
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Out of 400,000+ nationwide
Derrick L
Series 66
Griffin, GA
Raymond James & Associates
Derrick Lewis is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, Lewis serves as an at-large executive board member for Gordon State College, where he is involved in promoting higher education and supporting the college’s development. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services, including public finance and municipal work.
Eric H
Series 63, Series 65
Griffin, GA
Primerica Advisors
Eric Hoffman is a financial advisor with Primerica Advisors in Culloden, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner and instructor of Griffin Tae Kwon Do. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with trading and implementation managed by BNY Mellon Advisors.
Logan P
Series 66
Hampton, GA
Edward Jones
Logan Pridgen is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, he held roles at State Farm and Martin Investment Management and has work experience spanning organizations such as Synergy Sports and Kerry Ingredients. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert W
Series 66
Griffin, GA
Edward Jones
Robert Whitaker is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, he worked at Rawden Joint Ventures from 2013 to 2016. 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.
William T
Series 63, Series 65
Griffin, GA
Primerica Advisors
William Thomas is a financial advisor with Primerica Advisors in Griffin, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Prior to his financial career, he was employed by Dekalb County Schools for 17 years. Outside of advisory services, he also receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.
Kristie M
Series 63
Fayetteville, GA
Charles Schwab
Kristie Mitchell is a financial advisor with Charles Schwab & Co., Inc. in Fayetteville, GA, holding a Series 63 designation and 25 years of industry experience. She has been with Charles Schwab since 2012. Outside of her advisory role, she serves as a community board member for the Fayette County Education Foundation and assists a local school in developing financial literacy curriculum. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.
Christopher D
Series 66, Series 63
Griffin, GA
Edward Jones
Christopher Davis is a financial advisor with Edward Jones in Griffin, GA, holding Series 63 and Series 66 designations. He has one year of industry experience, including prior roles at Charles Schwab and State Farm. Davis also spent several years in full-time education before beginning his advisory career. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.
Chad S
Series 66
Fayetteville, GA
Wells Fargo Clearing
Chad Smith is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years and MooreColson LLP for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.
Steven G
CFP®, Series 66
McDonough, GA
LPL Financial
Steven Gillespie is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. He has also been associated with Delta Community Credit Union since 2009. He holds the Series 66 designation and operates out of McDonough, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging both discretionary and non-discretionary management supported by in-house and third-party research.
Amanda R
Series 66
Senoia, GA
Edward Jones
Amanda Ridgeway is a financial advisor with Edward Jones in Senoia, GA, holding a Series 66 designation and 16 years of industry experience. She joined Edward Jones in 2019 after working at Wildes Financial Strategies, Inc. and Raymond James Financial Services. Outside of her advisory role, she owns and manages Ridgeway Funeral Home LLC in Georgetown, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.
Jennifer C
ChFC®, Series 66
Senoia, GA
Edward Jones
Jennifer Camp is a financial advisor with Edward Jones in Senoia, GA, holding the ChFC® and Series 66 designations and bringing 12 years of industry experience. She has been with Edward Jones since 2013. 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, offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.
Kevin L
CFP®, Series 63, Series 65
Griffin, GA
Wells Fargo Clearing
Kevin Lennon is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2014 to 2016. He is a member of the Finance Committee at First Presbyterian Church of Macon, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Jean Paul C
Series 63, Series 65
Senoia, GA
OSAIC
Jean Paul Chenette is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His previous work includes eighteen years at LPL Financial, followed by a year at FSC Securities Corporation before joining OSAIC in 2023. Outside of his advisory role, he provides biblical counseling for marriages through Life and Lyric Ministries. OSAIC serves a diverse client base spanning individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services with multiple platform options and third-party money manager access. The firm utilizes asset-allocation tools and risk analysis to build portfolios that may include a range of securities and alternative investments managed on discretionary or non-discretionary bases.
Alonso G
Series 66
Fayetteville, GA
Wells Fargo Clearing
Alonso Gomez Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and six years of industry experience. He previously worked at Puerta Del Sol for 14 years and currently has a half ownership in a hospitality business where he is involved in day-to-day operations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.
Kelly B
Series 66
Fayetteville, GA
Edward Jones
Kelly Baker is a financial advisor at Edward Jones with Series 66 credentials and seven years of experience at the firm. Prior to joining Edward Jones, Kelly worked in the hospitality industry at Hyatt Place locations in Atlanta. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jeffrey W
Series 66
Fayetteville, GA
Edward Jones
Jeffrey Westfall is a Series 66 registered financial advisor at Edward Jones in Fayetteville, GA, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Matthew F
Series 66
Fayetteville, GA
Cetera
Matthew Fry is a financial advisor with Cetera holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Summit Financial Networks and Summit Financial Group. He is also a member of the US Air Force Reserves and has been employed by Delta Air Lines since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple investment program structures and custodian relationships.
Sidney B
Series 63, Series 66
Fayetteville, GA
LPL Financial
Sidney Baker is a financial advisor with LPL Financial in Fayetteville, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining LPL Financial, he worked at United Community Bank, Edward Jones, Hartford Funds Distributors LLC, Chartwell TSC Securities Corp, Chartwell Investment Partners, and Oppenheimer Funds Distributor. He is also the owner of S.Baker Enterprises LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, supported by proprietary and third-party research, with a range of discretionary and non-discretionary management options.
Ryan P
Series 66
Griffin, GA
Edward Jones
Ryan Peavyhouse is a financial advisor with Edward Jones in Griffin, GA. He holds the Series 66 designation and has nine years of industry experience. He has worked at Edward Jones since 2016, following a brief tenure at PGRS. 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.
Eric A
Series 66
Hampton, GA
Edward Jones
Eric Adams is a financial advisor with Edward Jones in Hampton, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 14 years at SunTrust Bank. Adams serves as an at-large member of the finance committee at Jodeco Road United Methodist Church, where he participates in budgeting reviews and internal audits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
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Finding advisors...
136 advisors near
30223
within the area shown on the map
Out of 400,000+ nationwide