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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dacula, GA

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

The short answer

25 registered advisors work in Dacula; the most are at Edward Jones (8). 4 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Dacula

FirmAdvisors in Dacula
Edward Jones news8
Pfs Investments Inc.4
Culbreth Wealth Management2
Piece Of Wealth Planning LLC2
State Farm Investment Management Corp.2
Captrust news1
Cetera Investment Advisers LLC news1
Independent Advisor Alliance, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Simplicity Wealth1
Thrivent Investment Management Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Dacula, A to Z

CFP advisors in Dacula →

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 Dacula, GA?

25 investment adviser representatives are registered at firm offices in Dacula, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Dacula?

Edward Jones, with 8 registered advisors in Dacula, followed by Pfs Investments Inc. with 4.

How do I check a financial advisor in Dacula?

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.