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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Carrollton, GA

Every SEC-registered investment adviser representative at a firm office in Carrollton, with the firms that employ the most of them.

34 registered advisors work in Carrollton; the most are at Edward Jones (6). 3 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Carrollton

FirmAdvisors in Carrollton
Edward Jones news6
Cambridge Investment Research Advisors, Inc. news5
LPL Financial LLC news4
Pfs Investments Inc.4
Commonwealth Financial Network news2
Independent Advisor Alliance, LLC2
Raymond James Financial Services Advisors, Inc. news2
State Farm Investment Management Corp.2
United Planners' Financial Services Of America A Limited Partner2
Advisor Share Wealth Management, LLC1
Kestra Private Wealth Services, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Plunkett & Associates, Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Carrollton, A to Z

CFP advisors in Carrollton →

Other cities in Georgia

All of Georgia →

Atlanta 4,288Alpharetta 1,095Marietta 312Savannah 289Athens 205Duluth 188Macon 168Augusta 157Roswell 147Cumming 145Woodstock 138Columbus 130Gainesville 124Peachtree City 121Kennesaw 109Suwanee 98Watkinsville 94Sandy Springs 87Lawrenceville 74Canton 64Valdosta 64Dunwoody 61Peachtree Corners 59Rome 59

Questions

How many financial advisors are in Carrollton, GA?

34 investment adviser representatives are registered at firm offices in Carrollton, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Carrollton?

Edward Jones, with 6 registered advisors in Carrollton, followed by Cambridge Investment Research Advisors, Inc. with 5.

How do I check a financial advisor in Carrollton?

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.