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257 advisors near
30276
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Out of 400,000+ nationwide
David J
Series 63, Series 65
Peachtree City, GA
Guardian Life
David Justice is a financial advisor at Guardian Life with 29 years of industry experience and holds Series 63 and Series 65 credentials. He has worked with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he is involved in selling AFLAC worksite voluntary benefits under a broker sales contract. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement plan consulting. The firm offers a variety of advisory programs, including discretionary and non-discretionary portfolios managed internally and by third parties.
Kristopher P
Series 63, Series 65
Newnan, GA
Commonwealth Financial Network
Kristopher Pope is a financial advisor with Commonwealth Financial Network in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been co-managing Avery And Pope Wealth Management and affiliated with Commonwealth Financial Network since 2011. Pope is also a co-owner of PAKP LLC, an operating company for his securities and advisory business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, utilizing both internal and outsourced portfolio management options.
Jason E
Series 66
Newnan, GA
Commonwealth Financial Network
Jason Eaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He previously worked at Cambridge Investment Research, Inc. and Morgan Stanley. Outside of his advisory role, he owns 726, LLC, a private entity established to facilitate his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custodian services.
Olivia R
Series 63, Series 66
Newnan, GA
Truist Advisory Services
Olivia Ravenscroft is a financial advisor with Truist Advisory Services in Newnan, GA, holding Series 63 and Series 66 credentials and having eight years of industry experience. Her prior work includes roles at Wells Fargo and PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support investment decisions.
Amanda T
Series 66
Sharpsburg, GA
Farther
Amanda Tucker is a financial advisor at Farther with 14 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase Bank and Bank of America/Merrill Lynch. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios or customized allocations, incorporating algorithmic rebalancing and AI tools alongside advisor judgment.
Michael B
Series 63, Series 65
Senoia, GA
Farther
Michael Butler is a financial advisor at Farther with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Reveille Wealth Management and Butler Capital Management/Ameriprise. Outside of advisory work, he is an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.
Christopher T
Series 66
Senoia, GA
Empower Advisory Group
Christopher Treadwell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Sound Income Strategies, and Stearns Retirement Group. In addition to his advisory role, he is involved with Stearns Retirement Group, LLC, focusing on fixed insurance sales and client acquisition. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.
Chris B
Series 66
Peachtree City, GA
Integrity Alliance, LLC
Chris Breeden is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Bankers Life. Outside of advisory services, he owns Breeden & Associates Tax and Business Services, LLC, providing tax planning and preparation, and is also an agent for American Senior Benefits, offering fixed insurance products. Integrity Alliance serves a broad range of clients, including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a large network of over 300 advisors. The firm offers diversified investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, with a blend of strategic, tactical, and adaptive allocation approaches.
Calvin W
Series 66
Newnan, GA
Truist Advisory Services
Calvin Ward is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Suntrust Investment Services, Bb&T, and Wells Fargo Advisors. Ward serves on the boards of The Scholarship Academy and Voices for Georgia's Children, nonprofit organizations focused on education and child advocacy in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches supported by third-party manager relationships and AI-enhanced research tools.
Christian L
CFP®, Series 63
Peachtree City, GA
Integrity Alliance, LLC
Christian Laase is a CFP® with 24 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Brokers International Financial Services, Lincoln Financial Securities Corporation, and Bankers Life, where he worked for over a decade. Outside of advisory work, Laase serves as a District Branch Manager for American Senior Benefits, recruiting and training insurance agents and financial advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, operating through an extensive network of independent advisors managing approximately $5.4 billion in assets.
Renee S
CFP®, Series 63, Series 66
Peachtree City, GA
Commonwealth Financial Network
Renee Serenci is a CFP® professional affiliated with Commonwealth Financial Network, with 16 years of industry experience. She has worked at Commonwealth Financial Network since 2015 and is currently the owner of Parliament Wealth, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.
Karen O
Series 65, Series 63
Newnan, GA
Creative Planning
Karen Olsen is a financial advisor at Creative Planning with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at AssetMark Financial Holdings, Newport Group, J.P. Morgan Securities, and Ascensus. Olsen is based in Newnan, GA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.
Jared B
Series 66
Peachtree City, GA
Integrity Alliance, LLC
Jared Breeden is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Pactiv Evergreen, as well as military service in the United States Army. Additionally, he is involved as a fixed insurance agent with American Senior Benefits, focusing on Medicare supplements. Integrity Alliance, LLC is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to a diverse client base, offering portfolio management, financial planning, and access to third-party managers, with a range of investment approaches and operational features including dual registration and affiliated insurance distribution.
Parks A
CFP®, Series 63, Series 66
Newnan, GA
Commonwealth Financial Network
Parks Avery Jr. is a CFP® professional with 23 years of industry experience, currently serving at Commonwealth Financial Network. He has also been a managing member and co-owner of Avery and Pope Wealth Management since 2011 and previously worked at LPL Financial from 2005 to 2011. Avery is based in Newnan, GA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, assisting clients with tailored investment solutions.
Megan M
Series 63, Series 65
Newnan, GA
OSAIC
Megan Mcmillan is a financial advisor at Osaic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors and Independent Financial Group. Outside of advising, she owns MCMILLAN WEALTH MANAGEMENT LLC, an LLC used for managing her business payroll and expenses, and holds an insurance license. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party managers to construct portfolios across various asset classes.
Jennifer C
Series 66
Peachtree City, GA
Edward Jones
Jennifer Culpepper is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Arrow Truck Sales from 2014 to 2022. Edward Jones is a full-service wealth management firm serving a broad client base including individual, institutional, and corporate clients. The firm offers a variety of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.
Nicholas K
Series 66, Series 63
Newnan, GA
LPL Financial
Nicholas Krajniak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advisory work, he is employed part-time as a crew member at a tree service company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various management options.
Vincent R
Series 63, Series 66
Peachtree City, GA
Merrill
Vincent Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works alongside a team of advisors to guide clients in achieving their family financial goals, offering tailored strategies that align with clients' risk tolerance, time horizons, liquidity needs, and investment objectives. His approach includes designing personalized action plans and reviewing progress to ensure clients stay on track toward their long-term aims. Mr. Rogers specializes in areas such as college education planning, family wealth management strategies, retirement income, portfolio management services, and tax minimization. He holds a Bachelor of Science degree in Economics from Kennesaw State University and maintains the Personal Investment Advisor (PIA) designation. He also participates in the organization Cure HHT. Outside of his professional duties, Vincent Rogers engages with the community through his involvement with Cure HHT. His personal interests include baseball, boating, fishing, football, gardening, golfing, music, softball, and volleyball.
Scott C
Series 63, Series 65
Peachtree City, GA
Morgan Stanley
Scott Cortner is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Cortner serves as a board member of the Kiwanis Club of Newnan, a nonprofit organization in Newnan, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools, while also offering access to various investment programs and strategies.
Patrick M
CFP®, Series 66
Peachtree City, GA
Edward Jones
Patrick Michel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Peachtree City, GA. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.
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Finding advisors...
257 advisors near
30276
within the area shown on the map
Out of 400,000+ nationwide