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358 advisors near
30517
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Jerome H
CFP®, ChFC®, Series 63, Series 65
Suwanee, GA
LPL Financial
Jerome Hansen is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 44 years of industry experience. He has worked at LPL Financial since 2010 and has also been involved with Hansen Financial Services, Inc. since 2004. Hansen served as an instructor at the University of Phoenix from 2006 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.
Ian C
Series 66
Dacula, GA
Edward Jones
Ian Cole is a financial advisor at Edward Jones in Dacula, GA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Emmanuel College from 2011 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory services and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
Stacey S
Series 65, Series 63
Dacula, GA
Primerica Advisors
Stacey Stanford is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Primerica Financial Services since 2016 and has been involved in real estate through Atlanta Communities Real Estate and Halstan Realty. Outside of her advisory role, she is a partner in several non-investment related business ventures, including SAS360, LLC, Level Group Holdings, LLC, and Stalst, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.
Terrell W
Series 63, Series 65
Gainesville, GA
Morgan Stanley
Terrell Williams is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is the president of a commercial cleaning company in Cornelia, Georgia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.
Joseph D
Series 66
Lawrenceville, GA
LPL Financial
Joseph Deming is a financial advisor with LPL Financial in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. He previously worked at United Community Bank and Raymond James Financial Services before joining LPL Financial, where he has worked for seven years. Outside his advisory role, he is involved with United Community Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.
Edward L
Series 63, Series 66
Lawrenceville, GA
Cetera
Edward Lane Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Cetera since 2021, previously spending six years at VOYA Financial Advisors. Outside of finance, he owns and operates Fast Lane Music, a recording studio. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients across a range of investment and retirement planning services. The firm offers a multi-manager platform with access to various portfolio management strategies and has over 10,000 advisors managing more than $256 billion in assets.
Franklin C
Series 63, Series 65
Dacula, GA
Primerica Advisors
Franklin Cain is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020 and was previously self-employed and worked at R & G Academy. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee approach, with portfolio implementation delegated to BNY Mellon Advisors.
Charles F
Series 63, Series 66
Gainesville, GA
Edward Jones
Charles Footit is a financial advisor with Edward Jones in Gainesville, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as its affiliated trust and lending services.
Anthony D
Series 63, Series 65
Gaineville, GA
Raymond James Financial
Anthony Dye is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked with various Raymond James entities since 2013. Outside of his advisory role, Dye serves as Treasurer and Chair of the Finance Committee for the Georgia Mountains YMCA, a nonprofit organization. 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 and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.
Rekevian M
Series 65
Buford, GA
Cambridge Investment Research Advisors
Rekevian Mathis is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. He has one year of experience in the financial industry and has a background that includes service with the Cobb County Police Department. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio and platform arrangements tailored to client objectives.
Stephen G
Series 66
Gainesville, GA
Merrill
Stephen Gayton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Stephen holds a Bachelor's Degree from the University System of Georgia and holds the Professional Investment Advisor (PIA) designation. He emphasizes developing personalized financial strategies tailored to clients' long-term goals. Stephen is also active in his community, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.
Shayna M
Series 63, Series 65
Sugar Hill, GA
OSAIC
Shayna Markel is a financial advisor at Osaic with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Markel Financial Services, LLC. In addition to her advisory role, she is involved with Markel Financial Services, LLC as an associate financial advisor and insurance broker. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of advisers, offering integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessments, and various investment vehicles.
Cory R
Series 66
Buford, GA
LPL Financial
Cory Robinson is a financial advisor with LPL Financial in Buford, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years at Invest Financial Corporation. Robinson also owns Cory L Robinson CPA PC, a tax preparation and accounting firm he has operated since 2012. LPL Financial is an 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, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.
Barbara D
Series 66
Gainesville, GA
Raymond James Financial
Barbara Denton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. She has been with Raymond James since 2016 and previously worked with Dominguez & Jones Wealth Management Group. Outside of her advising role, she is involved as an independent contractor selling gourmet food through Tastefully Simple. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools to align recommendations with client goals and supports its services with technology and specialized consulting programs.
Nathaniel L
CFP®, Series 66
Braselton, GA
Raymond James Financial
Nathaniel Langley is a CFP® with 14 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2026. His prior experience includes roles at Commonwealth Financial Network, Avantax, and 1st Global Advisors. He is also a co-owner of Gwinnett Financial Services, a private entity facilitating securities, advisory, and insurance business. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations within a large advisor network.
Austin S
Series 63, Series 65
Gainesville, GA
LPL Financial
Austin Schlieman is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at BlackRock for seven years before joining LPL Financial in 2021. He holds Series 63 and Series 65 credentials. 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, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.
Jonathan P
CFP®, Series 66
Gainesville, GA
Raymond James Financial
Jonathan Peterson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for nine years. Outside of his advisory role, he is also an associate at Windsor Wealth Planners & Strategists. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting services using analytical tools and supports its clients through a broad network and specialized programs.
Richard R
Series 65, Series 63
Sugar Hill, GA
Fidelity
Richard Reasoner is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. His prior roles include positions at Merrill and Arkadios Wealth Advisors. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients, including charitable and registered investment company clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.
William F
Series 66
Auburn, GA
LPL Financial
William Flowers is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with LPL Financial and previously worked at SunTrust Advisory Services and SunTrust Investment Services, INC. 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, financial planning, and retirement consulting, with both discretionary and non-discretionary management options supported by research and model portfolios.
Bryan R
Series 66
Buford, GA
Edward Jones
Bryan Richards is a financial advisor at Edward Jones in Buford, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
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Finding advisors...
358 advisors near
30517
within the area shown on the map
Out of 400,000+ nationwide