Financial advisors in Watkinsville, GA

78 match · page 1 of 3

Alan Posey
Financial advisor at Synovus Securities, Inc.
Synovus Securities, Inc. · $8.45B AUM
CFP®VerifiedFinancial planning
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Bruce Farman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Erin Krueger
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Jason Piper
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jeffrey Purdon
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Joseph Maxey
Financial advisor at Trademark Capital Management Inc.
Trademark Capital Management Inc. · $150.8M AUM
CFP®VerifiedFinancial planning
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Kevin Frutiger
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Kyle Gaines
Financial advisor at Prime Capital Financial
Prime Capital Financial · $39.14B AUM
CFP®VerifiedFinancial planning
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Mason Bachelor
Financial advisor at Strategic Blueprint, LLC
Strategic Blueprint, LLC · $2.54B AUM
CFP®VerifiedFinancial planning
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Michael Burns
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Mindy Oglesby
Financial advisor at Oglesby Wealth Strategies, LLC
Oglesby Wealth Strategies, LLC
CFP®VerifiedFinancial planning
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Ralph McClung
Financial advisor at Arch Partners Wealth Management, Inc.
Arch Partners Wealth Management, Inc. · $109.2M AUM
CFP®VerifiedFinancial planning
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Randolph Kent
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Raymond Reynolds
Financial advisor at Afs Wealth Management LLC
Afs Wealth Management LLC · $25.1M AUM
CFP®VerifiedFinancial planning
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Stephen Hulsey
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Andrew Guthrie
Financial advisor at Sound Income Strategies, LLC
Sound Income Strategies, LLC · $4.18B AUM
VerifiedFinancial planning
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Andrew Torbert
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
VerifiedFinancial planning
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Brian Moore
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
VerifiedFinancial planning
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Carlas Allgood
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
VerifiedFinancial planning
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Charles Strickland
Financial advisor at Arkadios Wealth Advisors
Arkadios Wealth Advisors · $8.79B AUM
VerifiedFinancial planning
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Christopher Manzi
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chung Lieu
Financial advisor at Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, Incorporated · $18.92B AUM
VerifiedFinancial planning
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Clayton Keffer
Financial advisor at Trademark Capital Management Inc.
Trademark Capital Management Inc. · $150.8M AUM
VerifiedFinancial planning
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Cody Houchin
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Coleman Benko
Financial advisor at Strategic Blueprint, LLC
Strategic Blueprint, LLC · $2.54B AUM
VerifiedFinancial planning
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David Denham
Financial advisor at Trademark Capital Management Inc.
Trademark Capital Management Inc. · $150.8M AUM
VerifiedFinancial planning
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David Lilliston
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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David Platt
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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David Richt
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Donald Beasley
Financial advisor at Trademark Capital Management Inc.
Trademark Capital Management Inc. · $150.8M 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 Watkinsville, 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 Watkinsville, GA.

How this list works

Before you hire an advisor in Watkinsville, GA