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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dalton, GA

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

The short answer

36 registered advisors work in Dalton; the most are at LPL Financial LLC (5). 7 list the CFP designation and 34 are also registered broker representatives.

Firms with the most advisors in Dalton

FirmAdvisors in Dalton
LPL Financial LLC news5
Raymond James Financial Services Advisors, Inc. news5
Osaic Wealth, Inc. news4
Edward Jones news3
Raymond James & Associates, Inc. news3
Stratos Wealth Partners, Ltd.3
Dalton Wealth Planners2
Kingswood Wealth Advisors, LLC news2
Truist Advisory Services, Inc. news2
Ameriprise Financial Services, LLC news1
Benjamin F. Edwards & Company, Inc.1
Cetera Investment Advisers LLC news1
Cpc Advisors, LLC1
State Farm Investment Management Corp.1
Steward Partners Investment Advisory, LLC news1
Strategic Advisers LLC1

Advisors in Dalton, A to Z

CFP advisors in Dalton →

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 Dalton, GA?

36 investment adviser representatives are registered at firm offices in Dalton, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 34 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Dalton?

LPL Financial LLC, with 5 registered advisors in Dalton, followed by Raymond James Financial Services Advisors, Inc. with 5.

How do I check a financial advisor in Dalton?

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.