Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Creative Planning office in Atlanta, A to Z.
11 registered advisors work at Creative Planning in Atlanta, out of 1,081 at the firm nationwide; it ranks number 69 in the city by advisors. 10 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Atlanta, A to Z
Every Creative Planning advisor →- Jacob B. BanishInvestment adviser rep
- Ashley R. BarbaCertified Financial Planner
- Brooke N. CantrellCertified Financial Planner
- Cameron H. CartyCertified Financial Planner, Chartered Financial Analyst
- Joseph W. GalunasCertified Financial Planner, Chartered Financial Analyst
- Eugene M. GardCertified Financial Planner, Chartered Financial Analyst
- Jesse LiCertified Financial Planner
- Chelsea M. NalleyCertified Financial Planner
- Jeffrey N. RobinsonCertified Financial Planner
- Stephen M. Roegge Jr.Certified Financial Planner
- Harrison M. WigerCertified Financial Planner
Creative Planning advisors in every city and state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →Advisor Moves: who changed firms this week →
Creative Planning advisors in other cities
Overland Park, KS 671McLean, VA 15Bloomington, MN 14Chicago, IL 13Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5Charlotte, NC 5
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 Creative Planning have in Atlanta?
11 investment adviser representatives are registered at Creative Planning offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Atlanta?
Creative Planning ranks number 69 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Creative Planning 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 Creative Planning 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.