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Laura A
Series 63, Series 65
Atlanta, GA
SignatureFD, LLC
Laura Amy is a financial advisor at SignatureFD, LLC with 19 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at SignatureFD since 2018. Her prior experience includes roles at Park Ave Securities and Peachtree Planning. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors with discretionary wealth management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies using a variety of investment vehicles and also manages private equity and credit funds.
Bart S
Series 63, Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Bart Speziali Jr. is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining OpenArc in 2025, he worked at Bank of America and Merrill. Outside of his advisory role, he is a general partner at Speziali LLC, a for-profit business. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach combining institutional research and manager due diligence across public and private markets, and offers governance-oriented services for plan sponsors and nonprofit clients.
Milton W
Series 63
Atlanta, GA
Crawford Investment Counsel Inc
Milton Williams is a financial advisor at Crawford Investment Counsel Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Crawford Investment Counsel since 1994. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.
Adil K
CFP®, Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Adil Khan is a CFP® and Series 66-licensed financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. Before joining OpenArc in 2025, he worked at Bank of America and Merrill for nine years. Outside of his advisory role, he is involved in buying and selling trading cards through an unrelated business activity with TCGPlayer. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, institutional retirement plans, endowments, and foundations. The firm manages approximately $10.1 billion on a discretionary basis and employs a diversified investment approach that includes institutional research, manager due diligence, and exposure to public and private markets as well as selective digital assets.
Tayvon J
Series 66, Series 65
Marietta, GA
Impact Partnership Wealth, LLC
Tayvon Jackson is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Edward Jones and MarketGuard. Outside his advisory role, he is the CEO of a semi-professional basketball team and serves as a director of a nonprofit foundation. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, using a combination of firm-managed and third-party investment strategies.
Jay G
Series 65
Atlanta, GA
Capital Investment Advisors, LLC
Jay Gardner is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Investment Advisors, he worked in the restaurant industry, including roles at Inspire Brands and Arby's Restaurant Group, and was involved with ARC Burger LLC. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm employs a centralized, structured portfolio approach with ETF-based models and offers integrated financial planning, discretionary portfolio management, and specialized services such as family-office style offerings, pension consulting, and executive compensation analysis.
Amber V
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Amber Veronique is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Beacon Global Advisor Network in 2025, she worked at Leo Wealth, LLC and Private Capital Limited, as well as serving at The American International University in London. Beacon Global Advisor Network, LLC serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management using a mix of third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with specialized pension-transfer services for U.K. nationals.
Michael G
CFP®, Series 63
Kennesaw, GA
Henssler Financial
Michael Griffin is a CFP® with eight years of industry experience, currently serving at Henssler Financial in Kennesaw, GA. He has been with Henssler Financial since 2007. Henssler Financial serves a diverse client base, including individual investors across wealth levels and institutional clients such as pension plans and municipal entities. The firm employs a cash-flow-driven investment approach known as the “Ten Year Rule” and offers a range of services including financial planning, portfolio management, and automated ETF solutions.
Eric C
CFP®, CFA®, Series 63
Atlanta, GA
BIP Wealth, LLC
Eric Cramer is a CFP®, CFA®, and Series 63 registered advisor at BIP Wealth, LLC with 23 years of industry experience. He has worked at BIP Wealth since 2011 and previously spent eight years with Charles Schwab. Based in Atlanta, GA, Cramer is part of a multi-team firm serving a diverse client base. BIP Wealth, LLC is a multi-advisor registered investment adviser providing comprehensive financial planning and portfolio management to individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers tailored asset allocation strategies and advises both discretionary and non-discretionary accounts, including private pooled vehicles and private-market securities for qualified investors.
Krista C
CFA®
Atlanta, GA
ZWJ Investment Counsel Inc
Krista Cosgrove is a CFA® charterholder with 19 years of industry experience, currently serving at ZWJ Investment Counsel Inc. since 2007. She is based in Atlanta, GA. ZWJ Investment Counsel provides discretionary investment management and financial planning to a diverse client base, including individuals and institutions such as pension plans, trusts, and charitable organizations. The firm emphasizes tailored portfolios grounded in fundamental and financial analysis, serving both ERISA and IRA accounts with fiduciary responsibility.
Gary A
CFP®, Series 66
Atlanta, GA
OpenArc Corporate Advisory, LLC
Gary Askew is a CFP® professional affiliated with OpenArc Corporate Advisory, LLC and has 14 years of industry experience. Prior to joining OpenArc in 2025, he worked at Merrill and Bank of America for ten years and Wells Fargo Clearing for three years. Outside of advisory work, he owns and operates an online apparel business and holds leadership roles in several family rental property entities. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence to offer diversified investment solutions across public and private markets.
Melissa H
CFP®, Series 65
Peachtree Corners, GA
Apollon Wealth Management, LLC
Melissa Hallmark is a CFP® professional with 18 years of industry experience, currently with Apollon Wealth Management, LLC. She previously worked at United Capital Financial Advisers, LLC and Sanders Financial Management, Inc. Hallmark is also a licensed insurance agent authorized to sell life, health, and annuity insurance products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, families, trusts, businesses, and institutional clients with a combination of centrally managed strategies and locally managed portfolios, employing a range of investment approaches including ESG risk models and tactical allocations.
Bradley P
Series 65
Atlanta, GA
OpenArc Corporate Advisory, LLC
Bradley Plaziak is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. He holds a Series 65 designation and has been with OpenArc since 2026. Prior to joining OpenArc, he was self-employed for three years and has experience in retail and education sectors. OpenArc Corporate Advisory offers wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and manager due diligence with diversified implementation across public and private markets, serving high-net-worth clients as well as nonprofit and corporate plan sponsors.
Everett W
CFP®, Series 66
Atlanta, GA
Capital Investment Advisors, LLC
Everett Wilkerson is a CFP® with 23 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC. He has previously worked at TD Ameritrade, Harrisdirect LLC, and Ameriprise. Since 2019, he has also been an instructor at the University of Georgia. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing a centralized, ETF-based model portfolio approach tailored to clients' needs, along with specialized services such as family-office offerings, pension consulting, and executive compensation analysis.
Gregory S
Series 66, Series 65
Kennesaw, GA
Henssler Financial
Gregory Sutton is a financial advisor at Henssler Financial with 15 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked previously at firms including North Highland and E*TRADE Securities. Henssler Financial is a multi-team registered investment adviser serving individual clients, other advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven “Ten Year Rule” investment approach, combining fixed-income securities for near-term liquidity and high-quality equities selected through quantitative and qualitative screening.
Edward D
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Edward Deane is a financial advisor at Beacon Global Advisor Network, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Chase Buchanan, Brite Advisors, and Hoxton Capital Management. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored investment solutions using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.
Mary G
Series 65
Atlanta, GA
Asset Preservation Advisors, LLC
Mary Grealy is a financial advisor at Asset Preservation Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Belle Haven Investments and in educational roles at Columbia University, National Cathedral School, and Bronxville School. Asset Preservation Advisors specializes in discretionary municipal bond investment management for institutional and retail clients, focusing exclusively on tax-exempt and taxable municipal bond portfolios. The firm employs active fixed-income management strategies, including an ESG-oriented Positive Impact Tax-Exempt Strategy, and manages over $11 billion in discretionary assets with a concentrated municipal-only focus.
Fredrick D
Series 63, Series 65
Atlanta, GA
IFG Advisory, LLC
Fredrick Dawson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Raymond James Financial Services and Carson Advisory Group. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis and offers portfolio management, financial planning, and retirement plan consulting services.
Nicholas P
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Nicholas Palmer is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Beacon Global since 2023. His prior experience includes roles at Peregrine & Black and Attivo Group. Beacon Global Advisor Network serves a diverse client base, including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolios using a range of investment vehicles and provides specialized pension-transfer services for U.K. nationals.
Anthony James H
Series 63, Series 66
Atlanta, GA
Arete Wealth Advisors, LLC
Anthony James Hunt is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cygnus Capital and J.P. Morgan Securities. Outside of his advisory role, he is involved with Cygnus Capital as a fund wholesaler. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its operations.
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6,409 advisors near
30328
within the area shown on the map
Out of 400,000+ nationwide