Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Calhoun, GA
Every SEC-registered investment adviser representative at a firm office in Calhoun, with the firms that employ the most of them.
The short answer
17 registered advisors work in Calhoun; the most are at Cambridge Investment Research Advisors, Inc. (4). 4 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Calhoun
| Firm | Advisors in Calhoun |
|---|---|
| Cambridge Investment Research Advisors, Inc. news | 4 |
| Edward Jones news | 3 |
| Osaic Wealth, Inc. news | 3 |
| Starr-Mathews Financial, LLC | 2 |
| Wells Fargo Clearing Services, LLC news | 2 |
| LPL Financial LLC news | 1 |
| Lyles Wealth Management LLC | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Calhoun, A to Z
CFP advisors in Calhoun →- Jimmy D. BowenEdward Jones
- Dillon T. BrockCambridge Investment Research Advisors, Inc.
- Duvan L. BrockCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Demond K. Bryan Jr.State Farm Investment Management Corp.
- Amanda ClavinoEdward Jones
- Ethan D. CrumpOsaic Wealth, Inc.
- William R. DudleyOsaic Wealth, Inc. · Certified Financial Planner
- Donald W. Gifford Jr.Cambridge Investment Research Advisors, Inc.
- Max E. HollandStarr-Mathews Financial, LLC · Certified Financial Planner
- John H. LordCambridge Investment Research Advisors, Inc.
- Adrian D. LylesLyles Wealth Management LLC
- Taylor L. McBeeOsaic Wealth, Inc.
- Lisa J. McCanlessStarr-Mathews Financial, LLC · Certified Financial Planner
- Travis M. McCloskeyWells Fargo Clearing Services, LLC
- James T. MullEdward Jones
- David W. PayneWells Fargo Clearing Services, LLC
- Mary R. PurgasonLPL Financial LLC
Other cities in Georgia
All of Georgia →Atlanta 4,322Alpharetta 1,100Marietta 306Savannah 296Athens 206Duluth 205Augusta 162Macon 162Cumming 160Roswell 151Woodstock 135Gainesville 124Columbus 121Peachtree City 118Kennesaw 104Suwanee 95Watkinsville 88Sandy Springs 84Lawrenceville 76Canton 69Decatur 63Valdosta 63Newnan 62Rome 59
Questions
How many financial advisors are in Calhoun, GA?
17 investment adviser representatives are registered at firm offices in Calhoun, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Calhoun?
Cambridge Investment Research Advisors, Inc., with 4 registered advisors in Calhoun, followed by Edward Jones with 3.
How do I check a financial advisor in Calhoun?
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.