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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Perry, GA

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

The short answer

7 registered advisors work in Perry; the most are at Valic Financial Advisors, Inc. (2). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Perry

FirmAdvisors in Perry
Valic Financial Advisors, Inc.2
Edward Jones news1
Halley Hill Wealth Management LLC1
Kestra Private Wealth Services, LLC news1
LPL Financial LLC news1
Stack Wealth Management, LLC1

Advisors in Perry, A to Z

Search all of Georgia →

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 Perry, GA?

7 investment adviser representatives are registered at firm offices in Perry, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Perry?

Valic Financial Advisors, Inc., with 2 registered advisors in Perry, followed by Edward Jones with 1.

How do I check a financial advisor in Perry?

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.