Financial ADVSR advisor directory · SEC adviser records
Epg Wealth Management LLC financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Epg Wealth Management LLC office in Atlanta, A to Z.
The short answer
8 registered advisors work at Epg Wealth Management LLC in Atlanta, out of 11 at the firm nationwide; it ranks number 83 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.
Epg Wealth Management LLC advisors in Atlanta, A to Z
Every Epg Wealth Management LLC advisor →- Richard O. ArtziAlso a broker rep
- Matthew W. CanineAlso a broker rep
- David G. CurryCertified Financial Planner · Also a broker rep
- Thomas E. JamesCertified Financial Planner
- David S. JonesCertified Financial Planner · Also a broker rep
- Dylan J. MaccallumAlso a broker rep
- Mark A. ReffettAlso a broker rep
- Kyle A. WillemseInvestment adviser rep
Epg Wealth Management LLC advisors in every city and state →Epg Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Epg Wealth Management LLC advisors in other cities
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 419Merrill Lynch, Pierce, Fenner & Smith Incorporated 259J.P. Morgan Securities LLC 166Truist Advisory Services, Inc. 139UBS Financial Services Inc. 139Rockefeller Financial LLC 136Advisory Services Network 112Hb Wealth 104Openarc Corporate Advisory, LLC 97Wells Fargo Clearing Services, LLC 83Raymond James & Associates, Inc. 82Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Epg Wealth Management LLC have in Atlanta?
8 investment adviser representatives are registered at Epg Wealth Management LLC offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.
Is Epg Wealth Management LLC one of the largest advisor employers in Atlanta?
Epg Wealth Management LLC ranks number 83 in Atlanta by registered advisors; Morgan Stanley has the most, with 419.
How do I check a Epg Wealth Management LLC 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 Epg Wealth 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.