Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Macon, GA
Every SEC-registered investment adviser representative at a firm office in Macon, with the firms that employ the most of them.
The short answer
168 registered advisors work in Macon; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (29). 11 list the CFP designation and 138 are also registered broker representatives.
Firms with the most advisors in Macon
Advisors in Macon, A to Z
CFP advisors in Macon →- John M. AlbertsonPatton Albertson Miller Group, LLC · Certified Financial Planner
- Stephen D. AndersonCfs Wealth Management
- Gentry Arnette IIIValic Financial Advisors, Inc.
- Rachel S. AyresPatton Albertson Miller Group, LLC · Certified Financial Planner
- James W. Barnes IIEagle Strategies LLC
- William W. Baxley IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James G. BeallBeall Financial Planning, Inc.
- Heather BennettValic Financial Advisors, Inc.
- James Berg IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James Berg, Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher E. BollesStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Rick H. BonfimMorgan Stanley
- Richard H. BrownOneamerica Securities, Inc.
- Tyler J. BrownRaymond James & Associates, Inc.
- Mark K. BurkeMorgan Stanley
- Alec BurrissMorgan Stanley
- James M. ButlerMorgan Stanley
- David A. CanadyState Farm Investment Management Corp.
- John T. Carter IISynovus Securities, Inc.
- Robert E. ChaninRaymond James & Associates, Inc.
- Wade T. ChapmanCfs Wealth Management
- Seth ChristyChristy Capital Management, Inc. · Certified Financial Planner
- Katharine F. ClarkMML Investors Services, LLC · Chartered Financial Consultant
- Lloyd B. ClarkCitigroup Global Markets Inc.
- John W. CollierMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shirley M. ColvinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Teresa N. CombsRaymond James & Associates, Inc.
- John N. CrookProspera Financial Services, Inc.
- Robert DaughtryValic Financial Advisors, Inc.
- Jim H. DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Hampton DillardChristy Capital Management, Inc.
- Jonathon E. DoddOsaic Wealth, Inc.
- Gary D. DunaganState Farm Investment Management Corp. · Chartered Financial Consultant
- Keith A. DykesJ. L. Perkins Wealth Management, LLC
- Michelle DykesChristy Capital Management, Inc.
- Crawford B. Edwards Jr.Osaic Wealth, Inc.
- Carly W. ElliottPatton Albertson Miller Group, LLC
- Phillip R. EmoryStifel, Nicolaus & Company, Incorporated
- William W. EnnisMercer Global Advisors Inc. · Personal Financial Specialist
- Whitney T. Evans IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vijaya L. FincherRaymond James & Associates, Inc.
- Frank L. Fleming Jr.Edward Jones
- Emily D. FosterValic Financial Advisors, Inc.
- Owen FreelChristy Capital Management, Inc.
- Jennifer C. FrommMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin J. FrounfelkerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacob FussellEmpower Advisory Group, LLC
- Tanya C. GarrettMorgan Stanley
- Samuel J. GastonChristy Capital Management, Inc.
- Todd GeorgeJ. L. Perkins Wealth Management, LLC
- Thomas E. GibbonsMorgan Stanley
- Colleen M. GiffinBeall Financial Planning, Inc. · Certified Financial Planner
- Jonathan D. GilbertMadison Avenue Securities, LLC
- Kenan A. GodfreyTransamerica Financial Advisors, LLC
- James R. GoffOsaic Wealth, Inc. · Chartered Financial Consultant
- Hugh R. GossOsaic Wealth, Inc.
- Jessica S. GrahamRaymond James & Associates, Inc.
- George S. GreerStifel, Nicolaus & Company, Incorporated
- William H. Greer IIIStifel, Nicolaus & Company, Incorporated
- William H. Greer IVStifel, Nicolaus & Company, Incorporated
- William F. GudenrathMorgan Stanley
- Austin HallAmeriprise Financial Services, LLC
- Jenna HarringtonWells Fargo Clearing Services, LLC
- Bobby L. Hartley Jr.State Farm Investment Management Corp.
- Julian F. HarwellSolomon Investments & Financial Planning, LLC · Chartered Financial Consultant
- Sheri H. HaugabookStifel, Nicolaus & Company, Incorporated
- Michael M. HeardMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James H. HeeryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Amy G. HefnerRaymond James & Associates, Inc.
- Tim D. HemingwaySmith, Brown & Groover, Inc.
- James R. HenryEquitable Advisors, LLC
- Richard B. Hicks IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey D. HollandEdward Jones
- Logan S. HollandPatton Albertson Miller Group, LLC
- Amanda R. HowellChristy Capital Management, Inc.
- Joshua IveyMML Investors Services, LLC
- William R. JohnsonNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeremy JohnstonChristy Capital Management, Inc.
- Edward F. JonesMorgan Stanley
- Jason D. JungbergStifel, Nicolaus & Company, Incorporated
- Sharri A. KellyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael C. KetterbaughStifel, Nicolaus & Company, Incorporated
- Alston H. KillenOsaic Wealth, Inc. · Chartered Financial Consultant
- Barron C. KingPatton Albertson Miller Group, LLC
- Lawrence L. King IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jack R. KrapfMorgan Stanley
- Maithili V. KulkarniStifel, Nicolaus & Company, Incorporated
- William S. Lamb Jr.Raymond James & Associates, Inc.
- Edward L. LandonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jon T. Lewis IIRaymond James & Associates, Inc.
- Ralph L. Lineberger IIIMorgan Stanley
- Matthew C. LondonAmeriprise Financial Services, LLC
- Michael R. LyonsState Farm Investment Management Corp.
- Amy MaleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert D. Maloy Jr.Patton Albertson Miller Group, LLC · Certified Financial Planner
- Christopher R. MalphursLPL Financial LLC · Certified Financial Planner
- Eric P. MansonEagle Strategies LLC
- Joe Mathews IIIChristy Capital Management, Inc.
- Robert A. McCord IVRaymond James & Associates, Inc.
- Harold D. McSwain Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Ben R. MerchantValic Financial Advisors, Inc.
- William E. Moore Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Gary E. MorganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas B. MorganRfg Advisory, LLC
- Craig MurpheyStifel, Nicolaus & Company, Incorporated
- Craig S. Murphey Jr.Stifel, Nicolaus & Company, Incorporated
- Benjamin D. MurrayValic Financial Advisors, Inc.
- Thomas M. Neesmith Jr.Christy Capital Management, Inc.
- William J. O'Shaughnessey IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles T. OwensAmeriprise Financial Services, LLC
- Andrew C. PatisaulEagle Strategies LLC
- Joseph S. PearsonMorgan Stanley
- Richard W. PearsonValic Financial Advisors, Inc.
- Joseph L. Perkins Jr.J. L. Perkins Wealth Management, LLC
- Peter T. PersonsRaymond James & Associates, Inc.
- Robert M. PersonsRaymond James & Associates, Inc.
- Alexander PettolaChristy Capital Management, Inc.
- Janie L. PhillipsPfs Investments Inc.
- Joshua D. PittsLPL Financial LLC
- Susan N. PylesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elizabeth J. RodgersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Glenn A. RosenCreative Planning · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey S. RowlandCetera Investment Advisers LLC
- John H. RussellValic Financial Advisors, Inc.
- Jason D. ShearerValic Financial Advisors, Inc.
- Lowell ShepleyStifel, Nicolaus & Company, Incorporated
- Matthew G. ShepleyStifel, Nicolaus & Company, Incorporated
- Daniel D. SilvaValic Financial Advisors, Inc.
- Mitchell S. SinkEquitable Advisors, LLC
- Cecil W. Skinner Jr.Valic Financial Advisors, Inc.
- Harold S. SladeSynovus Securities, Inc.
- Deborah S. SmithValic Financial Advisors, Inc.
- Peyton A. SmithValic Financial Advisors, Inc.
- Raymond H. Smith Jr.Smith, Brown & Groover, Inc.
- Thomas N. Smith IVValic Financial Advisors, Inc.
- Reuben L. Spencer IVLPL Financial LLC
- Melissa A. StacyRaymond James & Associates, Inc.
- Randy L. StephensMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Clifford M. StewartValic Financial Advisors, Inc.
- Robert C. StriblingMorgan Stanley
- Robert W. StriblingMorgan Stanley
- Donald A. StringfieldCreative Planning · Certified Financial Planner
- Melvin H. StubbsChristy Capital Management, Inc.
- Todd M. TolbertCetera Investment Advisers LLC
- Christopher B. TrawickKovack Advisors, Inc.
- Kelly T. TrotterStrategic Advisers LLC
- Jorge A. ValdesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel R. VaughnWells Fargo Clearing Services, LLC
- Tyler J. Ver SteegMML Investors Services, LLC · Certified Financial Planner
- Duncan WalkerMorgan Stanley
- John C. Walker IVMorgan Stanley
- Samuel A. Wallace Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Andrew W. Watson Jr.MML Investors Services, LLC · Chartered Financial Consultant
- Deidre D. WebbMorgan Stanley
- Ingrid G. WellsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bentley R. WilkersonMorgan Stanley
- Nancy H. WilliamsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas H. Williams IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James C. WillisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard C. WillisEagle Strategies LLC
- Adam R. WilsonWilson Wealth Stewardship
- Delmas M. WilsonWilson Wealth Stewardship
- Edmond H. WilsonRaymond James & Associates, Inc.
- Eric S. WilsonWealth Enhancement Advisory Services, LLC
- Patrick R. WilsonRaymond James & Associates, Inc.
- Andrew A. WohlrabeEdward Jones
- Leah N. YanagiyaValic Financial Advisors, Inc.
- Walker S. YoungValic Financial Advisors, Inc.
Other cities in Georgia
All of Georgia →Atlanta 4,288Alpharetta 1,095Marietta 312Savannah 289Athens 205Duluth 188Augusta 157Roswell 147Cumming 145Woodstock 138Columbus 130Gainesville 124Peachtree City 121Kennesaw 109Suwanee 98Watkinsville 94Sandy Springs 87Lawrenceville 74Canton 64Valdosta 64Dunwoody 61Peachtree Corners 59Rome 59Decatur 58
Questions
How many financial advisors are in Macon, GA?
168 investment adviser representatives are registered at firm offices in Macon, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 138 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in Macon?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 29 registered advisors in Macon, followed by Morgan Stanley with 17.
How do I check a financial advisor in Macon?
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.