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Financial ADVSR advisor directory · SEC adviser records

Wellspring Planning Group LLC financial advisors in Roswell, GA

Every SEC-registered investment adviser representative at a Wellspring Planning Group LLC office in Roswell, A to Z.

The short answer

6 registered advisors work at Wellspring Planning Group LLC in Roswell, out of 7 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.

Wellspring Planning Group LLC advisors in Roswell, A to Z

Every Wellspring Planning Group LLC advisor →

Wellspring Planning Group LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Wellspring Planning Group LLC advisors in other cities

Arlington, TX 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 7Cetera Investment Advisers LLC 5Osaic Wealth, Inc. 5Strategic Advisers LLC 5Bella Wealth Management, LLC 4Kestra Private Wealth Services, LLC 4Journey Beyond Wealth 3

Questions

How many financial advisors does Wellspring Planning Group LLC have in Roswell?

6 investment adviser representatives are registered at Wellspring Planning Group LLC offices in Roswell, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.

Is Wellspring Planning Group LLC one of the largest advisor employers in Roswell?

Wellspring Planning Group LLC ranks number 7 in Roswell by registered advisors; Raymond James Financial Services Advisors, Inc. has the most, with 15.

How do I check a Wellspring Planning Group LLC 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 Wellspring Planning Group LLC 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.