Financial ADVSR advisor directory · SEC adviser records
Alera Investment Advisors, LLC financial advisors in Georgia
Every SEC-registered investment adviser representative at a Alera Investment Advisors, LLC office in Georgia, by city and A to Z.
The short answer
3 registered advisors work at Alera Investment Advisors, LLC in Georgia, out of 64 nationwide; it's the firm's number 3 state by advisors, and the most are in Atlanta (1). 2 list the CFP designation and 1 are also registered broker representatives.
Alera Investment Advisors, LLC advisors by city in Georgia
Every firm in Georgia →Alera Investment Advisors, LLC advisors in Georgia, A to Z
Search by name →- John M. BreardAtlanta · Certified Financial Planner
- William J. DanielMarietta · Certified Financial Planner
- Lyndsay R. KimBuford
Alera Investment Advisors, LLC advisors in every state →Alera Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Alera Investment Advisors, LLC in other states
Questions
How many Alera Investment Advisors, LLC financial advisors are in Georgia?
3 investment adviser representatives are registered at Alera Investment Advisors, LLC offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 64 at the firm nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Where in Georgia does Alera Investment Advisors, LLC have the most advisors?
Atlanta, with 1, then Buford (1). Alera Investment Advisors, LLC has advisors in 3 cities in Georgia.
How do I check a Alera Investment Advisors, LLC advisor in Georgia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Alera Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.