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Elwood & Goetz financial advisors in Athens, GA
Every SEC-registered investment adviser representative at a Elwood & Goetz office in Athens, A to Z.
The short answer
13 registered advisors work at Elwood & Goetz in Athens, out of 18 at the firm nationwide; it ranks number 3 in the city by advisors. 12 list the CFP designation and 0 are also registered broker representatives.
Elwood & Goetz advisors in Athens, A to Z
Every Elwood & Goetz advisor →- Jacobus A. AbrahamseCertified Financial Planner
- Samuel J. BahdeCertified Financial Planner
- Melissa A. BarronCertified Financial Planner, Chartered Financial Consultant
- Paul C. BrownCertified Financial Planner
- Swarnankur ChatterjeeCertified Financial Planner
- Lindsay S. ElwoodCertified Financial Planner
- Joseph W. GoetzInvestment adviser rep
- Tiffiny L. HubbardCertified Financial Planner
- Lance PalmerCertified Financial Planner
- Anthony RodriguezCertified Financial Planner
- Alden M. ShmerlingCertified Financial Planner
- Emily E. StephensonCertified Financial Planner
- Joseph J. TrlicaCertified Financial Planner
Elwood & Goetz advisors in every city and state →Elwood & Goetz: assets, clients and custodians →Advisor Moves: who changed firms this week →
Elwood & Goetz advisors in other cities
Beverly Hills, CA 1Columbia, MO 1Mt Pleasant, SC 1Naples, FL 1Watkinsville, GA 1
Other firms in Athens
All Athens advisors →Cannon Financial Strategists, Inc. 26Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Morgan Stanley 13Elevate Wealth Advisory, Inc. 11Wells Fargo Clearing Services, LLC 10State Farm Investment Management Corp. 9Edward Jones 8Ifg Advisory, LLC 8Carson Advisory Group 7LPL Financial LLC 7Cambridge Investment Research Advisors, Inc. 5Lanier Financial Group LLC 5
Questions
How many financial advisors does Elwood & Goetz have in Athens?
13 investment adviser representatives are registered at Elwood & Goetz offices in Athens, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.
Is Elwood & Goetz one of the largest advisor employers in Athens?
Elwood & Goetz ranks number 3 in Athens by registered advisors; Cannon Financial Strategists, Inc. has the most, with 26.
How do I check a Elwood & Goetz advisor in Athens?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.