Financial advisors in Roswell, GA

129 match · page 1 of 5

Allison Daines
Financial advisor at Journey Beyond Wealth
Journey Beyond Wealth · $250.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Avera
Financial advisor at Journey Beyond Wealth
Journey Beyond Wealth · $250.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Sperry
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Totri
Financial advisor at St. John & Associates, Inc.
St. John & Associates, Inc. · $128.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Lanford
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Ruffin
Financial advisor at Park Square Financial Group LLC
Park Square Financial Group LLC · $218.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Burger
Financial advisor at Park Square Financial Group LLC
Park Square Financial Group LLC · $218.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heidi Mulling
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Heal
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Sena
Financial advisor at Mike Sena Advisors, Inc.
Mike Sena Advisors, Inc. · $17.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelly Graff
Financial advisor at Commonwealth Financial Planners Inc
Commonwealth Financial Planners Inc · $227.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laurence Martin
Financial advisor at Advisory Services Network
Advisory Services Network · $10.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Field
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Olson
Financial advisor at Dba Olson Associates
Dba Olson Associates · $71.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew West
Financial advisor at Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Agurkis
Financial advisor at Commonwealth Financial Planners Inc
Commonwealth Financial Planners Inc · $227.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Reid
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Ellington
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Wegman
Financial advisor at Journey Beyond Wealth
Journey Beyond Wealth · $250.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Cates
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Goodloe
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
CFP®Verified
View page Check on SEC IAPD ↗
Robbin Duren
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Siders
Financial advisor at Forum Financial Management, LP
Forum Financial Management, LP · $8.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Young
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Moonan
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wallace Nichols
Financial advisor at Asset Guidance Group, LLC
Asset Guidance Group, LLC · $17M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Gross
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alyson Burkett
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amelia Thomas
Financial advisor at Xypn Sapphire
Xypn Sapphire · $1.25B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Lavrennikov
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Roswell, 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 Roswell, GA.

How this list works

Before you hire an advisor in Roswell, GA