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157 advisors near
30012
within the area shown on the map
Out of 400,000+ nationwide
Allison R
CFP®, Series 63, Series 65
Atlanta, GA
LPL Financial
Allison Reeves is a CFP®-designated financial advisor with 26 years of industry experience. She has worked at LPL Financial since 2018 and previously was with Invest Financial Corporation for nine years. Outside of her advisory role, she is an owner of a non-variable insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by internal and third-party research.
Dajah Cherise M
Series 66
Decatur, GA
J.P. Morgan Securities
Dajah Cherise Mitchell is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Jpmorgan Chase Bank. Outside of finance, her background includes roles in government, retail, and service industries. J.P. Morgan Securities LLC provides investment consulting services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.
Isabell W
Series 66
Covington, GA
Edward Jones
Isabell Williams is a financial advisor at Edward Jones in Covington, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked for Longhorn Steakhouse under Darden for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.
Amanda D
Series 66
Covington, GA
Edward Jones
Amanda Dickson is a financial advisor with Edward Jones in Covington, GA. She holds the Series 66 designation and has four years of industry experience. She has been with Edward Jones since 2006. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
William W
Series 63, Series 66
Stockbridge, GA
Primerica Advisors
William Washington II is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp, Inc., Securities America, Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by external asset managers and supports trade execution and custody through established third parties.
John S
Series 66
Loganville, GA
Edward Jones
John Stephens is a financial advisor at Edward Jones in Loganville, Georgia, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles outside the financial sector at Academy Sports and Outdoors, Harbor Freight Tools, and Office Depot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of advisors and branch offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Tyrone J
Series 63, Series 65
Conyers, GA
Wells Fargo Clearing
Tyrone Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an officer in Kappa Alpha Psi Fraternity, participating in social planning activities. 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 combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions through a large network of financial advisors.
Dean S
Series 65, Series 63
Snellville, GA
Edward Jones
Dean Spaniol is a financial advisor at Edward Jones in Snellville, GA, with one year of industry experience. Prior to joining Edward Jones, he held roles at Executive Summits and was involved with FUSE Soccer and Future Music Makers, a nonprofit organization. He also has experience with The Painted Duck and Veppo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.
Amy Z
Series 63, Series 66
Lilburn, GA
J.P. Morgan Securities
Amy Zachery is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Truist and Everel America. Outside of her advisory role, she has provided pet play space services through Sniffspot. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence to deliver non-discretionary advice.
Roderick W
CFP®, Series 63, Series 66
Stockbridge, GA
Cetera
Roderick Washington is a CFP® with 22 years of experience in the financial services industry. He is currently an advisor at Cetera and has held various roles within Cetera and Avantax firms since 2005. Prior to joining Cetera, he spent nine years at 1ST Global Advisors, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors, with access to multiple program platforms, third-party money managers, and a multi-manager investment approach.
Marcus T
Series 66
Stone Mountain, GA
J.P. Morgan Securities
Marcus Thompson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Wells Fargo Advisors. Thompson is based in Grayson, GA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.
Elizabeth H
Series 66
Conyers, GA
Edward Jones
Elizabeth Holcombe is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017 in various capacities. Prior to joining the firm, she was involved with Covington First United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Chris F
CFP®, Series 63
Tucker, GA
LPL Financial
Chris Fletcher is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to that, he worked for Securities America Advisors and Securities America, Inc. from 2011 to 2020. He is involved in several insurance-related business activities, including a 10% interest in Milner Group. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Cyrill R
Series 63, Series 66
Snellville, GA
J.P. Morgan Securities
Cyrill Rousseau is a financial advisor with J.P. Morgan Securities in Snellville, GA, holding Series 63 and Series 66 licenses and with four years of industry experience. His prior work includes roles at Fidelity Investments, E*Trade Securities, Wells Fargo Bank, and JPMorgan Chase Bank. He also worked for eight years at Summit Chase Country Club. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.
Simone P
Series 63
Atlanta, GA
Ameriprise
Simone Pacely is a financial advisor with Ameriprise in Tucker, GA, holding a Series 63 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, Pacely co-founded a nonprofit organization and is actively involved with 100 Black Men of Dekalb, where she supports mentoring services and oversees back-office operations. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm combines research and modeling with personalized recommendations delivered through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.
Dar'shun K
Series 65
Lithonia, GA
Kairos Capital Legal Advisors, LLC
Dar'shun Kendrick is a financial advisor at Kairos Capital Legal Advisors, LLC, holding a Series 65 designation with six years of industry experience. She has worked with Kendrick Advisory & Advocacy Group since 2017 and has legal practice experience from Kendrick Law Practice spanning 2008 to 2017. Kendrick also serves as General Legal Counsel for the Georgia Minority Investment Collaborative, Inc., providing legal compliance and counsel to investors in Georgia's emerging cannabis industry. Kairos Capital Legal Advisors provides investment education, market reports, and legal consulting to individuals and organizations, focusing on investor education through research and training rather than discretionary management. The firm offers written analyses, seminars, and workshops, operating as a law practice with an emphasis on addressing potential conflicts when legal and investment services overlap.
Floyd G
CFA®, Series 66
Atlanta, GA
Floyd Green Financial Services, Inc.
Floyd Green is a CFA® charterholder and holds a Series 66 license, with 22 years of industry experience. He is the founder and sole advisor at Floyd Green Financial Services, Inc., an independent firm based in Atlanta, GA, where he has worked since 2003. In addition to his advisory role, Green serves as CEO of an accounting firm he founded, Floyd Green, Jr., CPA, PC. Floyd Green Financial Services, Inc. provides investment advisory and portfolio management services to individual investors and at least one institutional client. The firm offers ongoing portfolio management alongside accounting-related services, with a focus on periodic account reviews and transparent performance reporting.
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157 advisors near
30012
within the area shown on the map
Out of 400,000+ nationwide