Cumming, GA 327 Dahlonega St Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,716 advisors across 10,432 offices

Location

327 Dahlonega St, Suite 1804 A

Cumming GA 30040

Advisors at this office

5

Advisors at this office

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James F

Series 65

Cumming, GA

LPL Financial

James Fiorentino is a financial advisor with LPL Financial in Cumming, GA, holding a Series 65 designation. He has one year of industry experience, with prior roles at RFG Advisory LLC and Comcast. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Harrison A

Series 66

Cumming, GA

LPL Financial

Harrison Adams is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Charles Schwab and Professional Benefits Consulting, and has experience in both advisory and consulting roles. He also has a background in education, having been affiliated with Reinhardt University for four years. 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 advisory programs, financial planning, and brokerage services, along with access to model portfolios, third-party research, and various institutional solutions.

College savings (529s, UTMA, etc.)
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Ethan D

Series 63, Series 65

Cumming, GA

LPL Financial

Ethan Davis is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at OneLife Fitness for four years. Outside of his advisory role, he is involved in a children’s coloring book business called Clarke Creations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting supported by research and multiple portfolio management strategies.

College savings (529s, UTMA, etc.)
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John C

Series 63, Series 65

Cumming, GA

LPL Financial

John Carter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with LPL Financial since 2015. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Larry A

Series 63

Cumming, GA

LPL Financial

Larry Adams is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2014. Adams also owns and serves on the board of Dawson County Wrestling Inc., a nonprofit organization that supports youth sports in North Georgia by providing athletic equipment and hosting an annual wrestling tournament. 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, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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