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185 advisors near
30275
within the area shown on the map
Out of 400,000+ nationwide
Joey K
ChFC®, Series 63, Series 66
Carrollton, GA
Edward Jones
Joey Key is a financial advisor at Edward Jones in Carrollton, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Assurity Life and several Southern Farm Bureau companies. Key has been with Edward Jones since 2017. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Shakti Y
Series 66
Peachtree, GA
Raymond James Financial
Shakti Yadav is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. and Reveille Wealth Management. His prior experience includes roles outside the financial sector and a period as a full-time student at Northeastern University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment advice aligned with client goals.
Gwen G
Series 63
Newnan, GA
OSAIC
Gwen Garrison is a financial advisor with OSAIC, holding a Series 63 designation and 28 years of industry experience. She has worked at OSAIC since 2024 and previously held positions at Securities America Advisors, Inc., Investacorp Advisory Services, and Resource Horizons Investment Advisory, Inc. In addition to her advisory work, she serves as president of Lifeplan Financial Advisors, Inc., where she provides financial planning and manages fixed insurance and annuity sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios that may include a range of investment products, with accounts managed on discretionary or non-discretionary bases.
Stacey R
CFP®, Series 66
Newnan, GA
Raymond James Financial
Stacey Richmond is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones for nine years. Richmond also provides financial planning and services as an associate at CoWealth Advisors in Newnan, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and has unique municipal advisory affiliations along with innovative plan-level consulting programs.
Joseph G
Series 63, Series 65
Carrollton, GA
LPL Financial
Joseph Garrett is a financial advisor with LPL Financial in Carrollton, Georgia, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory role, he is involved in publishing through Chapel Heights Publishing, LLC. 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 a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisory representatives.
Jackson G
Series 66
Carrollton, GA
Cambridge Investment Research Advisors
Jackson Grillo is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Rezolut and Rollins Inc. Prior to his current role, he had an 11-year tenure at Cambridge Investment Research, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.
Michael L
Series 63, Series 66
Newnan, GA
Edward Jones
Michael Lonas is a financial advisor at Edward Jones with 11 years of industry experience. He has held Series 63 and Series 66 credentials and has been with Edward Jones since 2016. Based in Newnan, GA, he serves clients through a large national firm. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Pamela R
Series 66
Carrollton, GA
Cambridge Investment Research Advisors
Pamela Robinson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. She has been with Cambridge since 2008 and previously worked at Grillo & Associates for 25 years. Outside of her advisory work, she serves as treasurer for Habitat for Humanity of West Georgia and is involved as a youth leader at Midway Macedonia Baptist Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment approaches including proprietary models and third-party strategies.
Michael R
Series 63, Series 65
Newnan, GA
Cambridge Investment Research Advisors
Michael Robieson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Cambridge Investment Research since 2009. Outside of his advisory work, he is involved as an independent insurance agent and is the managing director and owner of Hadrian Group LLC, a company focused on software sales, executive search, and HR services. He also serves as a program manager for the Vinings Run Condo Association, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, employing multiple investment platforms and a range of strategies including proprietary models and third-party managers.
Luka K
Series 66
Peachtree City, GA
Raymond James Financial
Luka Karaulic is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation with three years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2022 and also works as a Relationship Manager and Financial Advisor at Reveille Wealth Management, LLC. Karaulic’s background includes experience at Georgia Tech prior to entering the financial services industry. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Joseph B
Series 66
Newnan, GA
Edward Jones
Joseph Bence is a financial advisor with Edward Jones in Newnan, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 11 years with the Coweta County Board of Education. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Pamela N
Series 63, Series 65, Series 66
Peachtree City, GA
Morgan Stanley
Pamela Nichols is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. Prior to joining Morgan Stanley, she worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she owns and operates Chickarelli Farms, a chicken farm in Macon, Georgia. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Jenna W
Series 66
Peachtree City, GA
Morgan Stanley
Jenna Wulf is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and with six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Encadria Staffing Solutions and the University of West Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.
Wade G
Series 63, Series 65
Peachtree, GA
Raymond James Financial
Wade Giddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Giddens is a partner in Reveille Wealth Management LLC, an ownership entity for his wealth management activities. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.
Joseph P
Series 66
Peachtree, GA
Raymond James Financial
Joseph Perdue is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Morgan Stanley from 2013 to 2021 before joining Raymond James in 2021. He is also a partner in Reveille Wealth Management LLC, an investment support company. 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 advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Jeremy S
Series 63, Series 65
Carrollton, GA
LPL Financial
Jeremy Sabo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is an author of a book on the history of the track and field program at Carrollton High School and is certified as an athletics official by USA Track & Field. 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 a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing a large network of investment adviser representatives supported by research and technology tools.
Robert A
Series 63, Series 66
Peachtree City, GA
Raymond James Financial
Robert Awbrey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Peachtree City, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Morgan Stanley and Country Financial Inc. Outside of his advisory work, he serves as Assistant Treasurer for the Kiwanis Club of Newnan. 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 employs tailored, non-discretionary strategies supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Steven H
CFP®, Series 63
Carrollton, GA
LPL Financial
Steven Holmes is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at Cetera Advisors LLC for five years and has operated Holmes Financial Group, Inc. since 2001, which also provides income tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment options through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.
Jamie C
Series 66
Newnan, GA
Edward Jones
Jamie Camp is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2015, with a brief period at Bank of America and Merrill between 2018 and 2021. Outside of advising, he is a partner in a family partnership established to protect family assets from probate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.
Brandon M
Series 63, Series 65
Peachtree City, GA
Morgan Stanley
Brandon Miller is a financial advisor at Morgan Stanley in Peachtree City, GA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following roles at CUSO Financial Services and South Carolina Federal Credit Union. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and offers access to various investment products and strategies.
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Finding advisors...
185 advisors near
30275
within the area shown on the map
Out of 400,000+ nationwide