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Financial ADVSR advisor directory · SEC adviser records

Proactive Wealth Strategies, LLC financial advisors in Marietta, GA

Every SEC-registered investment adviser representative at a Proactive Wealth Strategies, LLC office in Marietta, A to Z.

The short answer

4 registered advisors work at Proactive Wealth Strategies, LLC in Marietta, out of 4 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Proactive Wealth Strategies, LLC advisors in Marietta, A to Z

Every Proactive Wealth Strategies, LLC advisor →

Proactive Wealth Strategies, LLC advisors in every city and state →Proactive Wealth Strategies, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Marietta

All Marietta advisors →

Impact Partnership Wealth, LLC 31Edward Jones 19Cambridge Investment Research Advisors, Inc. 16State Farm Investment Management Corp. 15LPL Financial LLC 14Wells Fargo Clearing Services, LLC 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 11Narwhal Capital Management 10Nicholas Wealth Management 10Osaic Wealth, Inc. 10Strategic Advisers LLC 10Cetera Investment Advisers LLC 9

Questions

How many financial advisors does Proactive Wealth Strategies, LLC have in Marietta?

4 investment adviser representatives are registered at Proactive Wealth Strategies, LLC offices in Marietta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is Proactive Wealth Strategies, LLC one of the largest advisor employers in Marietta?

Proactive Wealth Strategies, LLC ranks number 17 in Marietta by registered advisors; Impact Partnership Wealth, LLC has the most, with 31.

How do I check a Proactive Wealth Strategies, LLC advisor in Marietta?

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 Proactive Wealth Strategies, LLC 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.