Financial advisors in Athens, GA

222 advisors · page 4 of 8

Dwight Langley
Financial advisor at Langley Wealth Management
Langley Wealth Management · $31.4M AUM
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Earl Harrison
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Edward Ariail
Financial advisor at Carson Advisory Group
Carson Advisory Group · $864.9M AUM
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Edward Ferguson
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Edward Scherer
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Evariste Faucher
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Fletcher Sheffield
Financial advisor at Cannon Financial Strategists, Inc.
Cannon Financial Strategists, Inc. · $1.67B AUM
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Garrett Witcher
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Gary Garrett
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Gary Stoller
Financial advisor at Elevate Wealth Advisory, Inc.
Elevate Wealth Advisory, Inc. · $385.5M AUM
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George Williams
Financial advisor at Cannon Financial Strategists, Inc.
Cannon Financial Strategists, Inc. · $1.67B AUM
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Gina Schwartz
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Haley Cashwell
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Hayley Brown
Financial advisor at Clark Brown, LLC
Clark Brown, LLC · $27.7M AUM
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Henry Holland
Financial advisor at Holland Financial Services, Inc.
Holland Financial Services, Inc. · $75.6M AUM
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Isaac Painter
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Jack Green
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jacob Holt
Financial advisor at Cannon Financial Strategists, Inc.
Cannon Financial Strategists, Inc. · $1.67B AUM
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Jacqueline Lister
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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James Bowers
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
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James Boyles
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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James Buckner
Financial advisor at Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC · $3.8B AUM
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James Edwards
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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James Middleton
Financial advisor at Cannon Financial Strategists, Inc.
Cannon Financial Strategists, Inc. · $1.67B AUM
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James Neves
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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James Richardson
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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James Treadwell
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
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Jason Jacobs
Financial advisor at Lanier Financial Group LLC
Lanier Financial Group LLC · $236.2M AUM
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Jeffrey Young
Financial advisor at Cannon Financial Strategists, Inc.
Cannon Financial Strategists, Inc. · $1.67B AUM
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Jendry Gadea
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Athens, GA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Athens, GA.

How this list works

Before you hire an advisor in Athens, GA