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18 advisors near
30521
within the area shown on the map
Out of 400,000+ nationwide
Russell B
Series 63, Series 66
Lavonia, GA
Creative Financial Designs, Inc.
Russell Beasley is a financial advisor with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at Creative Financial Designs since 2017 and at CFD Investments since 2016. Outside of his advisory role, he is a math teacher at Foothills Charter School. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm employs asset-class model allocations across multiple risk levels, offers Biblically Responsible Investing strategies, and provides flexible billing options including subscription and retainer plans.
Kelly F
CFP®, Series 63, Series 65
Carnesville, GA
First Citizens Asset Management, Inc
Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.
Rodney N
Series 63, Series 65
Bowersville, GA
Oppenheimer
Rodney Nock is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.
Troy W
Series 63, Series 65
Cornelia, GA
Lincoln Investment
Troy Webb is a financial advisor at Lincoln Investment with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Valic Financial Advisors and Agia. Additionally, Webb is the owner of Personal Data Bank, Inc., which focuses on the development and protection of algorithms, designs, and programming. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm combines strategic and tactical investment approaches, offering both discretionary and non-discretionary programs supported by an Investment Management & Research team.
Kelsey M
Series 66
Commerce, GA
Edward Jones
Kelsey Mc Knight is a financial advisor at Edward Jones in Commerce, GA, holding a Series 66 designation with three years of industry experience. Kelsey has been with Edward Jones since 2013. 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 strategies. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.
Mark M
Series 63, Series 66
Commerce, GA
Edward Jones
Mark Mc Cannon is a financial advisor with Edward Jones in Commerce, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Caleb S
Series 66
Cornelia, GA
LPL Financial
Caleb Stokes is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and South State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.
Lacy H
Series 66
Commerce, GA
LPL Financial
Lacy Hastie is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Invest Financial Corp. and United Community Banks, Inc. Hastie is also involved with United Community Advisors in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to research, model portfolios, and a variety of alternative and strategic investment solutions.
Donavan L
Series 66
Lavonia, GA
Edward Jones
Donavan Layton is a financial advisor with Edward Jones in Lavonia, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages Layton Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers 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.
Charles W
Series 66
Commerce, GA
Edward Jones
Charles Weaver is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at STR Wealth Brokers and Wells Fargo Advisors. He has also worked outside the financial sector, including time at Crown Electric INC and West Georgia Hay Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,000 financial advisors.
Michael H
Series 66
Commerce, GA
Edward Jones
Michael Housworth is a financial advisor with Edward Jones in Commerce, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and operates Housworth Farms LLC, a timber and cattle farm in Maysville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is known for its extensive network of advisors and branches, as well as its affiliated capabilities including a trust company and proprietary mutual funds.
Sonya L
Series 63, Series 65
Lavonia, GA
Cetera
Sonya Legg is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is a candidate for county probate judge and serves as treasurer for Savannah River Productions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program structures and affiliations.
William J
Series 63, Series 65
Royston, GA
LPL Financial
William Jones is a financial advisor at LPL Financial in Royston, Georgia, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at LPL Financial since 2024 and has an extended background with Gwinnett County since 2014. Outside of his advisory role, Jones is involved in managing a family farm in Royston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.
Carlos V
Series 66
Cornelia, GA
Edward Jones
Carlos Vazquez is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory work, he volunteers with a family hunting club, assisting with dues collection and budget management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.
Jennifer H
Series 66
Lavonia, GA
Ameriprise
Jennifer Hughes Murdock is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is co-owner of Lake Hartwell Kitchen & Design, a cabinet and countertop business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.
Deborah W
Series 63, Series 65
Commerce, GA
LPL Financial
Deborah Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at LPL Financial since 2018, following nine years at Invest Financial Corp and maintains a role with United Community Advisory Services. Williams also serves as a referral representative for United Community Banks Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.
Andrea B
Series 66
Lavonia, GA
Cetera
Andrea Bradford is a financial advisor with Cetera, holding a Series 66 designation and over 19 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and the broader Cetera organization since 2023. Outside of her advisory work, Bradford is involved in the performing arts as the managing director and president of Savannah River Productions, a nonprofit theatre group in Northeast Georgia, and she serves as a choir director and pianist for local United Methodist churches. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutions. The firm offers a range of portfolio management and consulting services across multiple program structures, utilizing both affiliated and third-party managers.
Nicholas P
Series 66
Cornelia, GA
Edward Jones
Nicholas Pruner is a financial advisor with Edward Jones in Cornelia, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. He serves as an ambassador for the Greater Hall Chamber of Commerce, where he mentors new members and participates in community events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national network of advisors and branches.
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Finding advisors...
18 advisors near
30521
within the area shown on the map
Out of 400,000+ nationwide