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10 advisors near
30633
within the area shown on the map
Out of 400,000+ nationwide
Michael G
Series 63, Series 66
Comer, GA
Wealth Watch Advisors, Inc
Michael Giddeons is a financial advisor with Wealth Watch Advisors, Inc, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Valic Financial Advisors since 2015. In addition to his advisory role, he works as an agent for Prosperitas Financial Group, representing various insurance companies as an independent contractor. Wealth Watch Advisors serves a diverse client base including individuals, retirement plans, trusts, and financial institutions. The firm employs a blend of quantitative, qualitative, and technical methods, utilizing third-party model managers and offering alternative private placements to eligible investors.
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.
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.
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.
Susan C
Series 63, Series 65, Series 66
Danielsville, GA
UBS Financial Services
Susan Cross is a financial advisor with UBS Financial Services in Danielsville, Georgia, holding Series 63, 65, and 66 licenses and possessing 29 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she operates as an independent Mary Kay beauty consultant on a commission basis. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.
Michael W
Series 66
Danielsville, GA
Edward Jones
Michael Williams is a Series 66-licensed financial advisor with Edward Jones in Danielsville, GA, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he serves as president of BALLJAM Properties, LLC, a real estate business involved in buying, selling, and renting properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a nationwide network of over 23,700 advisors.
William J
Series 63, Series 65
Royston, GA
LPL Financial
William Jones is a financial advisor at LPL Financial in Royston, GA, with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Gwinnett County since 2014. Outside of his advisory role, he is involved with a family farm in Royston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by institutional research and technology.
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.
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Finding advisors...
10 advisors near
30633
within the area shown on the map
Out of 400,000+ nationwide