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Financial ADVSR advisor directory · SEC adviser records

One Capital Management, LLC financial advisors in Alpharetta, GA

Every SEC-registered investment adviser representative at a One Capital Management, LLC office in Alpharetta, A to Z.

The short answer

1 registered advisors work at One Capital Management, LLC in Alpharetta, out of 62 at the firm nationwide; it ranks number 56 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

One Capital Management, LLC advisors in Alpharetta, A to Z

Every One Capital Management, LLC advisor →
  • Brady E. NanceCertified Financial Planner, Chartered Financial Consultant

One Capital Management, LLC advisors in every city and state →One Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

One Capital Management, LLC advisors in other cities

Westlake Village, CA 39San Francisco, CA 5Fort Collins, CO 2Newport Beach, CA 2Plano, TX 2Thousand Oaks, CA 2Walnut Creek, CA 2Austin, TX 1Denver, CO 1San Diego, CA 1Santa Rosa, CA 1Scottsdale, AZ 1

Other firms in Alpharetta

All Alpharetta advisors →

Morgan Stanley 283Merit Financial Advisors 121Merrill Lynch, Pierce, Fenner & Smith Incorporated 86Wells Fargo Clearing Services, LLC 30Transamerica Financial Advisors, LLC 28LPL Financial LLC 27Ameriprise Financial Services, LLC 26Gibbs Wealth Management, LLC 26Raymond James & Associates, Inc. 24Truist Advisory Services, Inc. 22Strategic Advisers LLC 21Wells Fargo Advisors Financial Network, LLC 17

Questions

How many financial advisors does One Capital Management, LLC have in Alpharetta?

1 investment adviser representatives are registered at One Capital Management, LLC offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 62 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is One Capital Management, LLC one of the largest advisor employers in Alpharetta?

One Capital Management, LLC ranks number 56 in Alpharetta by registered advisors; Morgan Stanley has the most, with 283.

How do I check a One Capital Management, LLC advisor in Alpharetta?

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 One Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.