Dalton, GA W. King Street Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

6

Of 7,828 advisors across 3,557 offices

Location

118 W. King Street

Dalton GA 30720

Advisors at this office

6

Advisors at this office

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Travis T

Series 66

Dalton, GA

OSAIC

Travis Taylor is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Osaic, he worked at FSC Securities Corporation and BDL Advisors, where he currently assists with client relations and operational needs. Outside of his advisory role, Taylor is an independent author of fictional literature, selling his books through various online platforms. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs a variety of asset-allocation tools and third-party platforms to construct and manage client portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hope D

Series 66

Dalton, GA

OSAIC

Hope Dangelo is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. She holds a Series 66 license and previously operated her own consulting business, Hope D'Angelo Consulting. Outside of her advisory role, she is a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, offering portfolios constructed with a range of asset classes and supported by various third-party platforms and tools.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Holly K

Series 63, Series 66

Dalton, GA

OSAIC

Holly Kimsey is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She also teaches exercise classes as a fitness instructor. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and retirement plan consulting services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey B

CFP®, Series 63, Series 65

Dalton, GA

OSAIC

Jeffrey Browne is a CFP® with 28 years of industry experience, currently with Osaic Wealth, Inc. since 2023. He previously worked at Fsc Securities Corporation for 16 years and has been involved with American Plastic Industries since 1995. In addition to his advisory role, Browne is a licensed insurance agent who provides insurance quotes and policy education to clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing advanced asset allocation and portfolio management tools.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Emily B

Series 66

Dalton, GA

OSAIC

Emily Boyd Brown is a financial advisor at OSAIC with nine years of industry experience. She has previously worked at FSC Securities Corporation and JJB Hilliard WL Lyons LLC. Brown serves on the board for the Fellowship of Christian Athletes' Women in Sports ministry and volunteers as a character coach for local high school softball teams. She is also a board member of the United Way of Northwest Georgia. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John D

CFP®, Series 63, Series 65

Dalton, GA

OSAIC

John Draper is a CFP® professional with 28 years of experience in financial advising. He is currently with OSAIC and has previously worked for Fsc Securities Corporation for 16 years. Draper is a partner in Browne, Draper and Land Financial Concepts LLC, where he is involved in financial plan creation, client meetings, and trading. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of advisers and advisory platforms. The firm employs a range of asset-allocation tools and offers both discretionary and non-discretionary portfolio management, incorporating diverse investment vehicles and third-party services.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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