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Advisors near 30047

Out of 400,000+ nationwide

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Gregory S

Series 63, Series 66

Atlanta, GA

Smarr Financial Services Inc.

Life insurance needs analysis Disability insurance Long-term care insurance
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James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Adam D

Series 65

Atlanta, GA

Adam Capital

Private / alternative investments Active portfolio management Options & derivatives strategies
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Chloe M

CFP®, Series 63

Atlanta, GA

Financial Staples

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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David L

Series 65

Atlanta, GA

Littlefield Asset Management, Inc.

Passive / index investing Active portfolio management
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Daniel D

CFA®, Series 66

Atlanta, GA

Farview Management, LLC

Concentrated stock management Active portfolio management Options & derivatives strategies
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Elbert M

CFP®, ChFC®, Series 63

Atlanta, GA

McWilliams Financial Advisory Group LLC

General retirement planning General tax planning
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Robert F

CFP®, Series 63, Series 65

Lilburn, GA

Fordham Financial Services, Inc.

General retirement planning General tax planning Wealth management Retired Founder/Business Owner Approaching retirement
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Benjamin L

CFP®, Series 63

Atlanta, GA

Lock Wealth Management

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Robert B

Series 65

Atlanta, GA

Bunnen Financial Management LLC

General retirement planning Tax-loss harvesting Cash flow / budgeting
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