Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Peachtree City, GA
Every SEC-registered investment adviser representative at a firm office in Peachtree City, with the firms that employ the most of them.
The short answer
121 registered advisors work in Peachtree City; the most are at Edward Jones (16). 25 list the CFP designation and 89 are also registered broker representatives.
Firms with the most advisors in Peachtree City
Advisors in Peachtree City, A to Z
CFP advisors in Peachtree City →- John L. AtlasMorgan Stanley
- Robert J. Awbrey Jr.Raymond James Financial Services Advisors, Inc.
- Emmett B. Beard Jr.Waverly Advisors, LLC
- Michael J. Bennicelli IIRaymond James Financial Services Advisors, Inc. · Chartered Financial Analyst
- Dawn M. BondAmerity Wealth Management, LLC
- Kellyann BonnerEdward Jones
- Jacob M. BuffingtonPandowealth. LLC
- Austin L. CarrollWells Fargo Advisors Financial Network, LLC
- Craig A. CarrollRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Don CarterEdward Jones
- David Z. Cauble IVThrivent Investment Management Inc.
- Melissa ChurampiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian M. ChustzWaverly Advisors, LLC
- Christina P. ClarkMorgan Stanley
- Daniel W. ClayRaymond James Financial Services Advisors, Inc.
- Jimmy H. CochranPandowealth. LLC
- Elliott J. Coleman IVWells Fargo Advisors Financial Network, LLC
- David D. CollinsWealthcare Financial Group, Inc.
- Dale A. ConlanTruist Advisory Services, Inc.
- Scott C. CortnerMorgan Stanley
- James C. CoxWells Fargo Advisors Financial Network, LLC
- Caleb CrawleyPandowealth. LLC · Certified Financial Planner
- Shaun M. CrawleyLPL Financial LLC · Certified Financial Planner
- Kelly J. CrockettCambridge Investment Research Advisors, Inc.
- Jennifer L. CulpepperEdward Jones
- Chryl CurtisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jason L. DavisRaymond James Financial Services Advisors, Inc.
- Michael DentWells Fargo Advisors Financial Network, LLC
- Kykeisha B. DickersonState Farm Investment Management Corp. · Chartered Financial Consultant
- John A. DuncanWright Wealth LLC
- Joshua O. EdmondsQm Advisors LLC
- Barry G. EllisWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jacob EllisWells Fargo Advisors Financial Network, LLC
- Luke EllisWells Fargo Advisors Financial Network, LLC
- Nathan EllysonWaverly Advisors, LLC
- Colin A. EvertEdward Jones
- Scott M. FennelAmeriprise Financial Services, LLC
- Teresa M. FitzgeraldCapital Analysts
- David H. Forston Jr.Ameriprise Financial Services, LLC
- Stephen G. Fulmer Jr.Edward Jones
- Gwen B. GarrisonOsaic Wealth, Inc.
- Andrew J. GawronState Farm Investment Management Corp.
- Michele R. HallEdward Jones
- Daniel R. HannoushPandowealth. LLC
- Hayes A. HeineckeRaymond James Financial Services Advisors, Inc.
- Cooper HelmEdward Jones · Certified Financial Planner
- Scott A. HollowellIndependent Advisor Alliance, LLC
- James L. HunterWells Fargo Advisors Financial Network, LLC
- Scott B. HunterWells Fargo Advisors Financial Network, LLC
- David W. IngramComprehensive Wealth Management
- Annieka K. Innis KerrMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jermeir L. Jackson StroudMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richelle J. JordanRaymond James Financial Services Advisors, Inc.
- Luka B. KaraulicRaymond James Financial Services Advisors, Inc.
- Kevin J. KeelenRaymond James Financial Services Advisors, Inc.
- Casey P. KellyEdward Jones
- Jennifer L. KrossCommonwealth Financial Network
- Andrew J. LangdonVetworth · Certified Financial Planner
- Kelly K. LarsonEle Advisory Services, Inc.
- Cindy LawrimoreWells Fargo Advisors Financial Network, LLC
- Lewis M. LeaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kassi E. LeeWells Fargo Advisors Financial Network, LLC
- Charles J. Lewandowski Sr.Capital Analysts · Certified Financial Planner
- Fatima D. LopezTruist Advisory Services, Inc.
- Anthony J. MarshallCambridge Investment Research Advisors, Inc.
- Michael S. Martin IIEdward Jones · Certified Financial Planner
- Cynthia W. MatthewsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Julie A. MatuliaOsaic Wealth, Inc.
- Mark R. MatuliaOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Vincenzo R. McCaffreyEdward Jones
- Allison A. McDonellMorgan Stanley
- Brian P. McNallyEdward Jones
- Mark A. McNeightWells Fargo Clearing Services, LLC
- Thomas MeekPandowealth. LLC · Certified Financial Planner
- Shawn C. MercerCetera Investment Advisers LLC · Certified Financial Planner
- Sidney B. MeriweatherPandowealth. LLC · Certified Financial Planner
- Patrick J. MichelEdward Jones · Certified Financial Planner
- Phillip M. MidasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin B. MillerMorgan Stanley · Certified Financial Planner
- Shana MominMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James A. MothorpeCapital Investment Advisory Services, LLC · Certified Financial Planner
- Zachary T. MulherinMorgan Stanley
- Pamela C. NicholsMorgan Stanley
- Vladimir A. NikitenkoLPL Financial LLC · Certified Financial Planner
- Madison O. NixonEdward Jones
- David R. O'DellQm Advisors LLC
- Tisa B. OsborneOsborne Financial Planning LLC
- Mark A. PassalacquaCambridge Investment Research Advisors, Inc.
- Gregory S. PlunkettPandowealth. LLC
- Desmond P. QuigleyQuigley Financial LLC · Certified Financial Planner
- Kyle P. RayRidgeback Wealth Management
- John C. RogersLPL Financial LLC · Chartered Financial Analyst
- Vincent RogersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David P. RottschaferKestra Advisory Services, LLC · Certified Financial Planner
- Renee C. SerenciCommonwealth Financial Network · Certified Financial Planner
- Preston C. SharpeWaverly Advisors, LLC · Certified Financial Planner
- Martin A. SmithLPL Financial LLC
- Thomas W. SmithFapa Advisory Services Team (Fast) · Certified Financial Planner
- Duncan A. SullivanMaripau Wealth Management LLC · Certified Financial Planner
- Bruce T. SutherlandEdward Jones · Certified Financial Planner
- Joel W. TharpeRaymond James Financial Services Advisors, Inc.
- David E. ThompsonThompson Capital Management
- Jefferson T. ThompsonRaymond James & Associates, Inc.
- Linwood ThompsonWells Fargo Advisors Financial Network, LLC
- Joshua W. ThomsonCornerstone Wealth Partners, LLC
- Andrew J. ToeringQm Advisors LLC · Certified Financial Planner
- Steven TonWells Fargo Advisors Financial Network, LLC
- Scott TrammellEdward Jones
- Tarcia D. TroupState Farm Investment Management Corp. · Chartered Financial Consultant
- Jeffrey J. TruittMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Felicia L. VictoriaSynovus Securities, Inc.
- William S. WallerCetera Investment Advisers LLC
- Lindsay B. WaltowerBrookstone Wealth Advisors, LLC
- Ashley C. WarrenMorgan Stanley
- Glenda E. WhitlockWells Fargo Advisors Financial Network, LLC
- Melinda C. WhitlockWells Fargo Advisors Financial Network, LLC
- Daniel WhittPandowealth. LLC
- Malon WickhamWells Fargo Advisors Financial Network, LLC
- Thelvie Winston Sr.Edward Jones
- Jenna B. WulfMorgan Stanley
- Joseph S. YoonQm Advisors LLC · Certified Financial Planner
Other cities in Georgia
All of Georgia →Atlanta 4,288Alpharetta 1,095Marietta 312Savannah 289Athens 205Duluth 188Macon 168Augusta 157Roswell 147Cumming 145Woodstock 138Columbus 130Gainesville 124Kennesaw 109Suwanee 98Watkinsville 94Sandy Springs 87Lawrenceville 74Canton 64Valdosta 64Dunwoody 61Peachtree Corners 59Rome 59Decatur 58
Questions
How many financial advisors are in Peachtree City, GA?
121 investment adviser representatives are registered at firm offices in Peachtree City, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 89 of them are also registered as broker representatives, and 25 list the CFP designation.
Which firm has the most financial advisors in Peachtree City?
Edward Jones, with 16 registered advisors in Peachtree City, followed by Wells Fargo Advisors Financial Network, LLC with 16.
How do I check a financial advisor in Peachtree City?
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.