Financial ADVSR advisor directory · SEC adviser records
Elwood & Goetz financial advisors in Georgia
Every SEC-registered investment adviser representative at a Elwood & Goetz office in Georgia, by city and A to Z.
The short answer
14 registered advisors work at Elwood & Goetz in Georgia, out of 18 nationwide; it's the firm's number 1 state by advisors, and the most are in Athens (13). 13 list the CFP designation and 0 are also registered broker representatives.
Elwood & Goetz advisors by city in Georgia
Every firm in Georgia →Elwood & Goetz advisors in Georgia, A to Z
Search by name →- Jacobus A. AbrahamseAthens · Certified Financial Planner
- Samuel J. BahdeAthens · Certified Financial Planner
- Melissa A. BarronAthens · Certified Financial Planner, Chartered Financial Consultant
- Paul C. BrownAthens · Certified Financial Planner
- Swarnankur ChatterjeeAthens · Certified Financial Planner
- Lindsay S. ElwoodAthens · Certified Financial Planner
- Joseph W. GoetzAthens
- Tiffiny L. HubbardAthens · Certified Financial Planner
- Lance PalmerAthens · Certified Financial Planner
- Anthony RodriguezAthens · Certified Financial Planner
- Alden M. ShmerlingAthens · Certified Financial Planner
- Connor M. SiegelskiWatkinsville · Certified Financial Planner
- Emily E. StephensonAthens · Certified Financial Planner
- Joseph J. TrlicaAthens · Certified Financial Planner
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Questions
How many Elwood & Goetz financial advisors are in Georgia?
14 investment adviser representatives are registered at Elwood & Goetz offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 18 at the firm nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Where in Georgia does Elwood & Goetz have the most advisors?
Athens, with 13, then Watkinsville (1). Elwood & Goetz has advisors in 2 cities in Georgia.
How do I check a Elwood & Goetz 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 Elwood & Goetz office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.