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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Norcross, GA

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

The short answer

31 registered advisors work in Norcross; the most are at Bip Wealth, LLC (5). 3 list the CFP designation and 28 are also registered broker representatives.

Firms with the most advisors in Norcross

FirmAdvisors in Norcross
Bip Wealth, LLC5
Transamerica Financial Advisors, LLC4
Pfs Investments Inc.3
State Farm Investment Management Corp.3
Ladenburg Thalmann Asset Management Inc.2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Strategic Advisers LLC2
Truist Advisory Services, Inc. news2
Ameriprise Financial Services, LLC news1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Infinity Financial Wealth Management LLC1
Wells Fargo Advisors Financial Network, LLC news1
Wells Fargo Clearing Services, LLC news1

Advisors in Norcross, A to Z

CFP advisors in Norcross →

Other cities in Georgia

All of Georgia →

Atlanta 4,322Alpharetta 1,100Marietta 306Savannah 296Athens 206Duluth 205Augusta 162Macon 162Cumming 160Roswell 151Woodstock 135Gainesville 124Columbus 121Peachtree City 118Kennesaw 104Suwanee 95Watkinsville 88Sandy Springs 84Lawrenceville 76Canton 69Decatur 63Valdosta 63Newnan 62Rome 59

Questions

How many financial advisors are in Norcross, GA?

31 investment adviser representatives are registered at firm offices in Norcross, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Norcross?

Bip Wealth, LLC, with 5 registered advisors in Norcross, followed by Transamerica Financial Advisors, LLC with 4.

How do I check a financial advisor in Norcross?

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.