Financial ADVSR advisor directory · SEC adviser records
Journey Beyond Wealth financial advisors in Georgia
Every SEC-registered investment adviser representative at a Journey Beyond Wealth office in Georgia, by city and A to Z.
The short answer
4 registered advisors work at Journey Beyond Wealth in Georgia, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Roswell (3). 4 list the CFP designation and 0 are also registered broker representatives.
Journey Beyond Wealth advisors by city in Georgia
Every firm in Georgia →Journey Beyond Wealth advisors in Georgia, A to Z
Search by name →- Andrew J. AveraRoswell · Certified Financial Planner
- Allison DainesRoswell · Certified Financial Planner
- Christopher R. McCallKennesaw · Certified Financial Planner
- Philip W. WegmanRoswell · Certified Financial Planner
Journey Beyond Wealth advisors in every state →Journey Beyond Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Journey Beyond Wealth financial advisors are in Georgia?
4 investment adviser representatives are registered at Journey Beyond Wealth offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Georgia does Journey Beyond Wealth have the most advisors?
Roswell, with 3, then Kennesaw (1). Journey Beyond Wealth has advisors in 2 cities in Georgia.
How do I check a Journey Beyond 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 Journey Beyond Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.