Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Saint Simons Island, GA
Every SEC-registered investment adviser representative at a firm office in Saint Simons Island, with the firms that employ the most of them.
22 registered advisors work in Saint Simons Island; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (6). 0 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in Saint Simons Island
| Firm | Advisors in Saint Simons Island |
|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 6 |
| Legacy Financial Advisors | 3 |
| Cambridge Investment Research Advisors, Inc. news | 2 |
| Island Asset Management, LLC | 2 |
| Founders Financial Securities LLC | 1 |
| Jam Capital Partners | 1 |
| Kestra Advisory Services, LLC news | 1 |
| LPL Financial LLC news | 1 |
| North Capital | 1 |
| Roger Budd Investment Management, LLC | 1 |
| Saunders Investment Management LLC | 1 |
| Truist Advisory Services, Inc. news | 1 |
| World Investment Advisors, LLC | 1 |
Advisors in Saint Simons Island, A to Z
Search all of Georgia →- Eric K. AdlerFounders Financial Securities LLC
- Paul D. BowersNorth Capital
- Roger M. Budd IIIRoger Budd Investment Management, LLC
- Mason A. ChristmasKestra Advisory Services, LLC
- James M. ColemanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Keith A. DoberMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William GoodhueMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kyle A. HollandLegacy Financial Advisors
- Edward L. Hulse Jr.World Investment Advisors, LLC · Personal Financial Specialist
- Teresa A. JohnsonTruist Advisory Services, Inc.
- Wesley R. JoinerLegacy Financial Advisors
- William R. JoinerLegacy Financial Advisors
- Karl R. KnadeCambridge Investment Research Advisors, Inc.
- Davis P. KnoxIsland Asset Management, LLC
- John A. McCallumJam Capital Partners
- William L. McKenzieLPL Financial LLC
- Thomas T. NeelyIsland Asset Management, LLC
- Misty L. PittmanCambridge Investment Research Advisors, Inc.
- Brice A. RamseyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David H. RiceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Deborah M. RiceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Clayton T. SaundersSaunders Investment Management LLC
Other cities in Georgia
All of Georgia →Atlanta 4,593Alpharetta 1,169Marietta 328Savannah 310Duluth 219Athens 214Augusta 177Macon 172Cumming 163Roswell 155Woodstock 144Columbus 129Gainesville 129Peachtree City 126Kennesaw 110Suwanee 100Watkinsville 92Sandy Springs 90Lawrenceville 78Canton 72Newnan 67Valdosta 67Decatur 64Peachtree Corners 62
Questions
How many financial advisors are in Saint Simons Island, GA?
22 investment adviser representatives are registered at firm offices in Saint Simons Island, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Saint Simons Island?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 6 registered advisors in Saint Simons Island, followed by Legacy Financial Advisors with 3.
How do I check a financial advisor in Saint Simons Island?
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.