Financial ADVSR advisor directory · SEC adviser records
Balentine financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Balentine office in Atlanta, A to Z.
13 registered advisors work at Balentine in Atlanta, out of 17 at the firm nationwide; it ranks number 59 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Balentine advisors in Atlanta, A to Z
Every Balentine advisor →- Katherine B. BatteyInvestment adviser rep
- Marshall R. BrannockCertified Financial Planner
- Caroline CaldwellInvestment adviser rep
- Clifton L. Dortch Jr.Investment adviser rep
- Victor GitauInvestment adviser rep
- Juwon B. HillCertified Financial Planner
- Kurt F. LoftersInvestment adviser rep
- Elizabeth R. MeeksInvestment adviser rep
- Kevin L. MurdockInvestment adviser rep
- Michael E. PearsonInvestment adviser rep
- Melissa W. PhillippiCertified Financial Planner
- Matthew J. RainesInvestment adviser rep
- Rebecca E. StoneCertified Financial Planner
Balentine advisors in every city and state →Balentine: assets, clients and custodians →Advisor Moves: who changed firms this week →
Balentine advisors in other cities
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Balentine have in Atlanta?
13 investment adviser representatives are registered at Balentine offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Balentine one of the largest advisor employers in Atlanta?
Balentine ranks number 59 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Balentine advisor in Atlanta?
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 Balentine 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.