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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Toccoa, GA

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

The short answer

6 registered advisors work in Toccoa; the most are at Edward Jones (2). 2 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Toccoa

FirmAdvisors in Toccoa
Edward Jones news2
Osaic Wealth, Inc. news2
Ameriprise Financial Services, LLC news1
State Farm Investment Management Corp.1

Advisors in Toccoa, A to Z

CFP advisors in Toccoa →

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 Toccoa, GA?

6 investment adviser representatives are registered at firm offices in Toccoa, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Toccoa?

Edward Jones, with 2 registered advisors in Toccoa, followed by Osaic Wealth, Inc. with 2.

How do I check a financial advisor in Toccoa?

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.