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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grayson, GA

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

7 registered advisors work in Grayson; the most are at Edward Jones (2). 1 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Grayson

FirmAdvisors in Grayson
Edward Jones news2
Cyndeo Wealth Partners1
Mutual Of Omaha Investor Services, Inc.1
Park Avenue Securities LLC1
Prive Wealth Management1
Thrivent Investment Management Inc.1

Advisors in Grayson, A to Z

CFP advisors in Grayson →

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 Grayson, GA?

7 investment adviser representatives are registered at firm offices in Grayson, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Grayson?

Edward Jones, with 2 registered advisors in Grayson, followed by Cyndeo Wealth Partners with 1.

How do I check a financial advisor in Grayson?

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.