Alpharetta, GA Amber Park Drive Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,955 offices

Location

11720 Amber Park Drive, Suite 160

Alpharetta GA 30009

Advisors at this office

3

Advisors at this office

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John K

CFP®, Series 63, Series 65

Alpharetta, GA

Raymond James Financial

John Kloecker is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Alpharetta, GA. He has been with Raymond James since 2005 and is also the owner and president of Creative Financial Team, LLC, a support company he founded. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary, tailored investment consulting supported by analytical tools and sponsors wrap-fee advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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James D

Series 63, Series 65

Alpharetta, GA

Raymond James Financial

James Dickson Jr. is a financial advisor with Raymond James Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and with 53 years of industry experience. He has worked with Raymond James and its affiliated entities since 2009 and also serves as an independent contractor with the Creative Financial Team, a branch support company. 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 analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Elizabeth S

Series 66

Alpharetta, GA

Raymond James Financial

Elizabeth Seabolt is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. Additionally, she is associated with Creative Financial Team, LLC, where she performs operations support. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs, with notable capabilities in municipal advisory and specialized retirement plan services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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