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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Waleska, GA

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

2 registered advisors work in Waleska; the most are at Ascentis Independent Advisors, LLC (1). 1 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Waleska

FirmAdvisors in Waleska
Ascentis Independent Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1

Advisors in Waleska, A to Z

CFP advisors in Waleska →
  • Megan L. BrownAscentis Independent Advisors, LLC
  • James C. LeppCambridge Investment Research Advisors, Inc. · Certified Financial Planner

Other cities in Georgia

All of Georgia →

Atlanta 4,288Alpharetta 1,095Marietta 312Savannah 289Athens 205Duluth 188Macon 168Augusta 157Roswell 147Cumming 145Woodstock 138Columbus 130Gainesville 124Peachtree City 121Kennesaw 109Suwanee 98Watkinsville 94Sandy Springs 87Lawrenceville 74Canton 64Valdosta 64Dunwoody 61Peachtree Corners 59Rome 59

Questions

How many financial advisors are in Waleska, GA?

2 investment adviser representatives are registered at firm offices in Waleska, Georgia, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Waleska?

Ascentis Independent Advisors, LLC, with 1 registered advisors in Waleska, followed by Cambridge Investment Research Advisors, Inc. with 1.

How do I check a financial advisor in Waleska?

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.