Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Blue Ridge, GA
Every SEC-registered investment adviser representative at a firm office in Blue Ridge, with the firms that employ the most of them.
12 registered advisors work in Blue Ridge; the most are at Edward Jones (4). 0 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Blue Ridge
| Firm | Advisors in Blue Ridge |
|---|---|
| Edward Jones news | 4 |
| Osaic Wealth, Inc. news | 3 |
| Asset Accumulation,protection,preservation And Transfer, LLC | 1 |
| Cl Wealth Management LLC | 1 |
| Oppenheimer & Co. Inc. news | 1 |
| State Farm Investment Management Corp. | 1 |
| Swords Capital Management, LLC | 1 |
Advisors in Blue Ridge, A to Z
Search all of Georgia →- Walter C. Boleman Jr.Osaic Wealth, Inc.
- Elizabeth L. BryantEdward Jones
- John A. CoryAsset Accumulation,protection,preservation And Transfer, LLC
- Paul L. DavenportState Farm Investment Management Corp.
- Thomas R. FranklinEdward Jones
- Elliott GittOsaic Wealth, Inc.
- Payton A. HoltEdward Jones
- Deborah D. LewisOsaic Wealth, Inc. · Certified Financial Planner
- Ian S. MayvilleSwords Capital Management, LLC
- Heather S. OliverOppenheimer & Co. Inc. · Certified Financial Planner
- Clifford W. ShirahCl Wealth Management LLC
- Channing H. SmithEdward Jones
Other cities in Georgia
All of Georgia →Atlanta 4,593Alpharetta 1,169Marietta 328Savannah 310Duluth 219Athens 214Augusta 177Macon 172Cumming 163Roswell 155Woodstock 144Columbus 129Gainesville 129Peachtree City 126Kennesaw 110Suwanee 100Watkinsville 92Sandy Springs 90Lawrenceville 78Canton 72Newnan 67Valdosta 67Decatur 64Peachtree Corners 62
Questions
How many financial advisors are in Blue Ridge, GA?
12 investment adviser representatives are registered at firm offices in Blue Ridge, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Blue Ridge?
Edward Jones, with 4 registered advisors in Blue Ridge, followed by Osaic Wealth, Inc. with 3.
How do I check a financial advisor in Blue Ridge?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.