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148 advisors near
30655
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Out of 400,000+ nationwide
Randolph K
CFP®, ChFC®, Series 66
Watkinsville, GA
Edward Jones
Randolph Kent III is a CFP®, ChFC®, and Series 66 designated financial advisor with Edward Jones in Watkinsville, GA, where he has worked since 2013. He has 12 years of industry experience and previously worked as a high school teacher. He currently teaches continuing education courses at the Osher Lifelong Learning Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kirk D
Series 63, Series 65
Watkinsville, GA
Raymond James Financial
Kirk Dunham is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with The Avenue Wealth Management and related entities since 2015. Outside of advising, he serves as president of Dunham Wealth Management and is a board member on the advisory board of the nonprofit Make a Mirical. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.
Matthew M
Series 63, Series 66
Watkinsville, GA
Edward Jones
Matthew Mc Kinney is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. Mc Kinney is also an owner and operator of M&M Air, an aviation business based in Winder, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Kenneth B
Series 66
Watkinsville, GA
Raymond James Financial
Kenneth Barimo Jr. is a financial advisor at Raymond James Financial with three years of industry experience. He has worked at both Raymond James Financial Services Advisors, Inc. and The Avenue Wealth Management since 2023. Prior to that, he was employed by FIS Global and worked in a non-investment-related business, KB Pressure Washing, from 2013 to 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network with advisory programs and institutional consulting.
Matthew R
Series 66
Monroe, GA
Cetera
Matthew Rieger is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. He is a partner and financial advisor at Bradford and Rieger Wealth Advisors, LLC, and also serves as president of Rieger & Co Wealth Strategists, LLC, through which he provides financial planning, portfolio management, insurance products, and tax planning services. Prior to his advisory career, he spent over a decade at Acuity Brands Lighting, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.
Emanuel V
Series 66
Loganville, GA
Merrill
Emanuel Valverde is a Series 66-registered financial advisor at Merrill with four years of industry experience. He has previously worked at Bank of America, N.A., Cintas, and several other companies across various roles. 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 and profit-sharing plans, corporations, and charitable organizations.
Tom E
Series 63, Series 65
Athens, GA
LPL Financial
Tom Elliot is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he has been involved in real estate sales as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Johnathan S
Series 63, Series 66
Watkinsville, GA
Edward Jones
Johnathan Scott is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors nationwide.
Joshua L
Series 66
Monroe, GA
Edward Jones
Joshua Little is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked primarily at Edward Jones since 2016, with brief periods involved in Little Family Farms. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
James B
Series 63, Series 66
Monroe, GA
Edward Jones
James Brown Jr. is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory work, he is the owner of a family farm in Monroe, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.
Bryan H
Series 63, Series 65
Athens, GA
LPL Financial
Bryan Hutto is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of his advisory work, he has some involvement in residential property management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.
Maven F
Series 66
Loganville, GA
Edward Jones
Maven Farmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Maven completed an internship with Davey Tree Company as a trimmer trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.
Stefanie A
Series 63, Series 65
Watkinsville, GA
Primerica Advisors
Stefanie Adams is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016. In addition to her advisory role, she engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.
Matthew W
Series 63, Series 65
Athens, GA
Raymond James & Associates
Matthew Wilbur is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked for Valic Financial Advisors for nine years before joining Raymond James in 2021. Outside of his advisory role, Wilbur is a partner in Hope Anthem LLC, where he writes, records, and performs music for religious gatherings and ceremonies. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting with a range of portfolio management styles and notable municipal advisory services.
Kerisha S
Series 66
Loganville, GA
OSAIC
Kerisha Stewart is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has prior work history at Guardian Life and Park Avenue Securities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a network of affiliated advisors and multiple platforms.
John S
Series 63, Series 65
Athens, GA
Raymond James & Associates
John Sligh is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Sligh serves as Treasurer and a board member of the Stuart F. Sligh Jr. Athletic Scholarship Fund, a family foundation supporting scholarships in memory of his nephew. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering customized financial planning and consulting services with a range of portfolio management strategies.
Joshua M
Series 66, Series 63
Athens, GA
Thrivent Investment Management
Joshua Mashburn is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Thrivent, his work history includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, and O'Reilly Auto Parts, as well as seasonal positions with Mountain Fellowship Camp and Vail Resorts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across a broad range of topics and allows clients to combine planning with managed-account services under its “WealthPlan” program.
Jason P
CFP®, ChFC®, Series 63, Series 66
Watkinsville, GA
LPL Financial
Jason Piper is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2021. Prior to that, he worked at Cetera Advisors LLC for eight years and Green Financial Resources for 18 years. Outside of his advisory role, he serves as a youth basketball coach in Bogart, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers advisory programs, financial planning, retirement consulting, and brokerage services with various investment management options supported by research and third-party subadvisors.
Susan B
Series 66
Athens, GA
Raymond James & Associates
Susan Bencosme is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Megastar Advisors and AtlasBanc Holdings Corp. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs.
Joseph T
Series 63, Series 65
Watkinsville, GA
Raymond James Financial
Joseph Taylor Jr. is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GFG Strategic Advisors. Taylor is also involved with the Fellowship of Christian Athletes Coaches Ministry in Northeast Georgia, where he has been active since 1989. He serves on the advisory board and several committees of Prince Avenue Christian School, assisting with policy and management decisions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.
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Finding advisors...
148 advisors near
30655
within the area shown on the map
Out of 400,000+ nationwide