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188 advisors near
30503
within the area shown on the map
Out of 400,000+ nationwide
Michael H
ChFC®, Series 63, Series 65
Dawsonville, GA
LPL Financial
Michael Harrington Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Invest Financial Corp, United Community Bank, Truist Investment Services, and Crow Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives utilizing both proprietary and third-party strategies.
William H
CFP®, Series 63
Gainesville, GA
STIFEL
William Hicks Jr. is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Hicks serves as president of Beta Delta House Corporation, overseeing the management of a fraternity house, and is involved in community organizations including Habitat for Humanity of Hall County and the Beyond Dementia Coalition, Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.
Michael L
CFP®, Series 66
Flowery Branch, GA
Edward Jones
Michael Lancaster is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013, accumulating 12 years of industry experience. He serves as an incorporator for the Friends of Flowery Branch Car Show Inc., a nonprofit charity, and as CEO of Safe Boating Lake Lanier, overseeing facility use and board activities. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices.
Matthew Z
Series 66
Dawsonville, GA
Wells Fargo Clearing
Matthew Zeliff is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2024, he worked for the U.S. Department of State for five 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 across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.
David S
Series 66
Flowery Branch, GA
LPL Financial
David Smith Jr. is a financial advisor at LPL Financial with 21 years of industry experience and a Series 66 designation. His career includes roles at Morgan Stanley, UBS Financial Services, Truist Advisory Services, and Wealth Enhancement firms. He has worked in a variety of advisory capacities and locations, most recently joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by LPL Research and third-party subadvisors.
Alan C
Series 63
Gainesville, GA
STIFEL
Alan Crumley is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.
Joseph P
Series 63, Series 65
Flowery Branch, GA
Cetera
Joseph Polanski Jr. is a financial professional with 43 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at several firms including Prosperity Wealth Advisors and Summit Financial Group. In addition to advisory work, he also sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and affiliated relationships.
Deven P
Series 65
Gainesville, GA
Raymond James Financial
Deven Patel is a Series 65-licensed financial advisor with Raymond James Financial in Gainesville, GA, bringing four years of industry experience. Prior to joining Raymond James, he worked at Windsor Wealth Planners & Strategists and Bleakley Financial Group. Outside of finance, he is involved in lacrosse coaching, serving as Defensive Coordinator for Gainesville High School Lacrosse and founding a youth lacrosse club aimed at supporting local players. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, institutional clients, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized institutional and municipal services.
Roger A
Series 66, Series 63
Gainesville, GA
Cetera
Roger Aiken is a financial advisor with Cetera, holding Series 66 and Series 63 registrations and over 34 years of industry experience. He has been associated with Cetera and its related entities since 2025 and has operated under the Piedmont Financial Group name since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.
Benjamin A
Series 66
Cumming, GA
Edward Jones
Benjamin Arias is a financial advisor at Edward Jones in Cumming, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Hope Church/Lagrange Christian Assembly and Starbucks Coffee Company. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Christopher B
Series 66
Cumming, GA
Edward Jones
Christopher Burns is a financial advisor at Edward Jones in Cumming, GA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis of Cumming and is involved in preaching at Berea Baptist Church in Commerce, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a comprehensive range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
Christina J
CFP®, Series 66
Gainesville, GA
Raymond James Financial
Christina Jones is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2016. She holds the Series 66 designation and is based in Gainesville, GA. Outside of her advisory role, Jones is active in her community as an officer and treasurer of the Chattahoochee Country Club, a board member and investment committee chair at the North Georgia Community Foundation, and the immediate past president of The Rotary Club of Gainesville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a non-discretionary, client-tailored approach supported by analytical modeling and provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Evan D
Series 63, Series 65
Dawsonville, GA
Mass Mutual Investors Services
Evan Davis is a financial advisor with Mass Mutual Investors Services in Dawsonville, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include work at MWA Financial Services Inc and Modern Woodmen of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships that focus on goal analysis and written recommendations.
Dwight L
Series 66
Gainesville, GA
Edward Jones
Dwight Larkins Sr. 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 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Marilou F
Series 66
Gainesville, GA
Edward Jones
Marilou Frizzell is a financial advisor with Edward Jones in Gainesville, GA, holding a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked at Sam's Club for over three decades. Edward Jones is a full-service wealth management firm serving more than four million 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.
Russell R
Series 63, Series 65
Gainesville, GA
Raymond James Financial
Russell Roush is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and it supports a wide advisor network with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.
Ty G
CFP®, Series 66
Gainesville, GA
Edward Jones
Ty Goodbar is a CFP®-designated financial advisor with Edward Jones in Gainesville, GA, where he has worked since 2021. He has five years of industry experience and served nine years with the United States Marine Corps. He currently serves as an Intelligence Officer in the United States Marine Corps Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Kenneth J
Series 63, Series 65
Gainesville, GA
Raymond James Financial
Kenneth Johnson is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Johnson is also the owner and CEO of Cumulus Capital Advisors, a business unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.
Joseph K
ChFC®, Series 66
Gainesville, GA
Mass Mutual Investors Services
Joseph Kennedy is a ChFC® and Series 66 licensed financial advisor with nine years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance, having previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he serves as treasurer for the Jarrard Burch Foundation, a nonprofit organization that puts on concerts for charitable causes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals.
Nicholas B
Series 66
Gainesville, GA
Cetera
Nicholas Bruner is a Series 66 licensed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has worked at Cetera and Avantax Advisory Services as well as 1st Global Advisors, and he is also a CPA partner involved with Rushton, LLC. Outside of his advisory roles, he serves as Treasurer and Finance Committee Chair for the United Way of Hall County and is Treasurer of the Elachee Nature Science Center, as well as Immediate Past President of the Gainesville Jaycees. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a variety of program structures and third-party money manager options.
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Finding advisors...
188 advisors near
30503
within the area shown on the map
Out of 400,000+ nationwide