Financial ADVSR advisor directory · SEC adviser records
Chicory Wealth financial advisors in Georgia
Every SEC-registered investment adviser representative at a Chicory Wealth office in Georgia, by city and A to Z.
9 registered advisors work at Chicory Wealth in Georgia, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Decatur (9). 6 list the CFP designation and 0 are also registered broker representatives.
Chicory Wealth advisors by city in Georgia
Every firm in Georgia →Chicory Wealth advisors in Georgia, A to Z
Search by name →- Katherine D. HagedornDecatur · Certified Financial Planner
- Michelle L. JacksonDecatur
- Max F. KulykDecatur
- Heike F. LautenschlaegerDecatur · Certified Financial Planner
- Daniel C. McNabbDecatur · Certified Financial Planner
- Rosanna M. NeilDecatur · Certified Financial Planner
- Ariel R. RosenbergDecatur · Certified Financial Planner
- Mary B. ShaltisDecatur · Certified Financial Planner
- Tina M. TysonDecatur
Chicory Wealth advisors in every state →Chicory Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Chicory Wealth financial advisors are in Georgia?
9 investment adviser representatives are registered at Chicory Wealth offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Georgia does Chicory Wealth have the most advisors?
Decatur, with 9. Chicory Wealth has advisors in 1 city in Georgia.
How do I check a Chicory Wealth 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 Chicory Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.