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136 advisors near
30223
within the area shown on the map
Out of 400,000+ nationwide
Hansena H
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Hansena Hansen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. Hansen holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC. Outside of advisory work, Hansen serves as an executor for family estates in Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Darin R
Series 63, Series 66
Senoia, GA
OSAIC
Darin Ruttenberg is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Woodbury Financial Services, United Community Bank, LPL Financial, Cuna Brokerage Services, and Suncoast Credit Union. Outside of his advisory work, he serves as an assistant basketball coach at a local middle school. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to multiple managed account solutions.
Sheila M
Series 66
Fayetteville, GA
Wells Fargo Clearing
Sheila Mcelhinney is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2017, she spent 22 years at Gill Insurance Agency, Inc. Outside of her advisory role, she owns Bella Casa Designs, an interior design business based in Allen, Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute alongside third-party data to offer brokerage and advisory solutions.
Ansley S
Series 66
McDonough, GA
Edward Jones
Ansley Sturgill is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with nine years of industry experience. Sturgill has been with Edward Jones since 2014. Outside of advisory work, Sturgill is involved with Emerald Peach Properties, LLC, a real estate business based in Atlanta, GA. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Joseph P
CFP®, Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Joseph Paoletti is a CFP® with 29 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank for over a decade. In addition to his advisory work, he manages the financial affairs of his mother under a power of attorney. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.
Daniel M
Series 66
Fayetteville, GA
Wells Fargo Clearing
Daniel Mcmillan is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at Southern Grace Farms as a farm manager for six years. Mcmillan has experience in sustainable food and fiber production. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Mark T
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Mark Thompson is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds power of attorney for his spouse. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.
Jeremy L
CFP®, Series 63, Series 66
Hampton, GA
Edward Jones
Jeremy Lange is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and manages commercial real estate and rental properties in Hampton, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm 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.
Elliot S
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Elliot Schwartz is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. 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 through a large network of over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Gerald S
Series 63, Series 66
Hampton, GA
Edward Jones
Gerald Simon is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 66 credentials. Simon has spent the majority of his career at Edward Jones since 1999. 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.
Yancey C
Series 63, Series 66
Fayetteville, GA
Wells Fargo Clearing
Yancey Carter is a financial advisor with Wells Fargo Clearing in Fayetteville, GA, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he owns businesses managing pecan farming and timber harvesting in Hahira, GA. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.
Nicholas R
Series 66
McDonough, GA
Cetera
Nicholas Russell is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and currently serves in their McDonough, GA office. Outside of his advisory role, he is involved with the Society for Financial Awareness where he presents financial seminars, and he serves on the board of Arlington Hope Enterprises, a nonprofit birthing center. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.
Allen F
Series 63, Series 65
Fayetteville, GA
Wells Fargo Clearing
Allen Fowler is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He has been with Wells Fargo entities since 2013, currently holding Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for his father. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Javan P
Series 63, Series 65
Locust Grove, GA
Edelman Financial Engines
Javan Parks is a financial advisor with Edelman Financial Engines in Atlanta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley, E*Trade Securities LLC, and Financial Engines Advisors, L.L.C. He has also been involved with RW Wellness LLC and JPJM MGMT LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.
Floyd G
Series 66
Fayetteville, GA
Edward Jones
Floyd Gantt is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.
Andrew M
Series 66
McDonough, GA
Edward Jones
Andrew Magness is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones, he spent 11 years at National Merchandising Services LLC. He is also listed with DraftKings.com in a non-active capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
136 advisors near
30223
within the area shown on the map
Out of 400,000+ nationwide