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Financial ADVSR advisor directory · SEC adviser records

Journey Beyond Wealth financial advisors in Roswell, GA

Every SEC-registered investment adviser representative at a Journey Beyond Wealth office in Roswell, A to Z.

The short answer

3 registered advisors work at Journey Beyond Wealth in Roswell, out of 4 at the firm nationwide; it ranks number 13 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Journey Beyond Wealth advisors in Roswell, A to Z

Every Journey Beyond Wealth advisor →

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

Journey Beyond Wealth advisors in other cities

Kennesaw, GA 1

Other firms in Roswell

All Roswell advisors →

Raymond James Financial Services Advisors, Inc. 15LPL Financial LLC 11Ameriprise Financial Services, LLC 9Edward Jones 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 7Wellspring Planning Group LLC 6Cetera Investment Advisers LLC 5Osaic Wealth, Inc. 5Strategic Advisers LLC 5Bella Wealth Management, LLC 4Kestra Private Wealth Services, LLC 4

Questions

How many financial advisors does Journey Beyond Wealth have in Roswell?

3 investment adviser representatives are registered at Journey Beyond Wealth offices in Roswell, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Journey Beyond Wealth one of the largest advisor employers in Roswell?

Journey Beyond Wealth ranks number 13 in Roswell by registered advisors; Raymond James Financial Services Advisors, Inc. has the most, with 15.

How do I check a Journey Beyond Wealth advisor in Roswell?

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 Journey Beyond Wealth 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.