Financial ADVSR advisor directory · SEC adviser records
Xception Family Office financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Xception Family Office office in Atlanta, A to Z.
The short answer
4 registered advisors work at Xception Family Office in Atlanta, out of 4 at the firm nationwide; it ranks number 141 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.
Xception Family Office advisors in Atlanta, A to Z
Every Xception Family Office advisor →- Michael P. CallahanAlso a broker rep
- Cort A. HaberCertified Financial Planner
- Will HoldrenInvestment adviser rep
- Leo Rose IVInvestment adviser rep
Xception Family Office advisors in every city and state →Xception Family Office: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Xception Family Office have in Atlanta?
4 investment adviser representatives are registered at Xception Family Office offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Is Xception Family Office one of the largest advisor employers in Atlanta?
Xception Family Office ranks number 141 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Xception Family Office 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 Xception Family Office 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.