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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Dawsonville, GA

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

33 registered advisors work in Dawsonville; the most are at Charles Schwab & Co., Inc. (5). 0 list the CFP designation and 26 are also registered broker representatives.

Firms with the most advisors in Dawsonville

FirmAdvisors in Dawsonville
Charles Schwab & Co., Inc. news5
LPL Financial LLC news3
State Farm Investment Management Corp.3
Truist Advisory Services, Inc. news3
Blackridge Asset Management, LLC2
Capvisor Associates, LLC2
Edward Jones news2
MML Investors Services, LLC2
Reliastar Capital Management, Inc.2
Strategic Advisers LLC2
Capital Analysts1
Design Life's Journey, LLC1
Equitable Advisors, LLC news1
Lincoln Investment1
Michael L. Ball, CPA, LLC1
Osaic Wealth, Inc. news1
Pfs Investments Inc.1
Woodstock Wealth Management, Inc.1

Advisors in Dawsonville, A to Z

Search all of Georgia →

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 Dawsonville, GA?

33 investment adviser representatives are registered at firm offices in Dawsonville, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 26 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Dawsonville?

Charles Schwab & Co., Inc., with 5 registered advisors in Dawsonville, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Dawsonville?

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.