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Chicory Wealth financial advisors in Decatur, GA
Every SEC-registered investment adviser representative at a Chicory Wealth office in Decatur, A to Z.
9 registered advisors work at Chicory Wealth in Decatur, out of 14 at the firm nationwide; it ranks number 1 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Chicory Wealth advisors in Decatur, A to Z
Every Chicory Wealth advisor →- Katherine D. HagedornCertified Financial Planner
- Michelle L. JacksonInvestment adviser rep
- Max F. KulykInvestment adviser rep
- Heike F. LautenschlaegerCertified Financial Planner
- Daniel C. McNabbCertified Financial Planner
- Rosanna M. NeilCertified Financial Planner
- Ariel R. RosenbergCertified Financial Planner
- Mary B. ShaltisCertified Financial Planner
- Tina M. TysonInvestment adviser rep
Chicory Wealth advisors in every city and state →Chicory Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Chicory Wealth advisors in other cities
Little Rock, AR 1Naperville, IL 1South Deerfield, MA 1Westminster, CO 1Westport, CT 1
Other firms in Decatur
All Decatur advisors →Edward Jones 5Ferguson Shapiro LLC 5Minerva Planning Group 3
Questions
How many financial advisors does Chicory Wealth have in Decatur?
9 investment adviser representatives are registered at Chicory Wealth offices in Decatur, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Chicory Wealth one of the largest advisor employers in Decatur?
Chicory Wealth ranks number 1 in Decatur by registered advisors, ahead of Edward Jones (5).
How do I check a Chicory Wealth advisor in Decatur?
Each advisor below links to a profile with their registrations, exams, designations 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 Chicory Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.