Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Martinez, GA
Every SEC-registered investment adviser representative at a firm office in Martinez, with the firms that employ the most of them.
21 registered advisors work in Martinez; the most are at Edward Jones (3). 3 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Martinez
| Firm | Advisors in Martinez |
|---|---|
| Edward Jones news | 3 |
| Ameriprise Financial Services, LLC news | 2 |
| Bankers Life Advisory Services, Inc. | 2 |
| Cetera Investment Advisers LLC news | 2 |
| Eagle Strategies LLC | 2 |
| Independent Financial Group, LLC | 2 |
| Lifestyle Financial Services, LLC | 2 |
| The Monitor Group, Inc. | 2 |
| Investmentpost Advisory | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Purvis Investments, Inc. | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Martinez, A to Z
CFP advisors in Martinez →- Jeremy L. AdamsWells Fargo Clearing Services, LLC
- Jefferson D. BowersEdward Jones
- Turner B. BowersEdward Jones
- James R. ClaytonEagle Strategies LLC
- David A. DuffAmeriprise Financial Services, LLC
- Anthony G. GalloCetera Investment Advisers LLC · Certified Financial Planner
- Louis J. GouletAmeriprise Financial Services, LLC
- Meredith L. GuedryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark R. Holdwick Jr.The Monitor Group, Inc. · Certified Financial Planner
- Gerald L. HouseLifestyle Financial Services, LLC
- Kathy M. KeadleIndependent Financial Group, LLC
- Jeffrey M. KeckEdward Jones
- Betty W. KendraEagle Strategies LLC
- Lacey R. KneeceCetera Investment Advisers LLC
- Paul B. McNairThe Monitor Group, Inc. · Certified Financial Planner
- Zachary B. MontgomeryBankers Life Advisory Services, Inc.
- Eulon F. Purvis Jr.Purvis Investments, Inc.
- Adam J. ScottBankers Life Advisory Services, Inc.
- Joseph D. SteadmanLifestyle Financial Services, LLC
- Barry S. WheelerInvestmentpost Advisory
- Kristen S. WilsonIndependent Financial Group, LLC
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 Martinez, GA?
21 investment adviser representatives are registered at firm offices in Martinez, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Martinez?
Edward Jones, with 3 registered advisors in Martinez, followed by Ameriprise Financial Services, LLC with 2.
How do I check a financial advisor in Martinez?
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.