Advisors at this firm
William F
Series 66
Alpharetta, GA
Georgia Advisory Group LLC
William Frerking is a financial advisor with Georgia Advisory Group LLC, holding a Series 66 designation and eight years of industry experience. He has been associated with Thrivent Financial and Thrivent Investment Management Inc since 2017. Outside of his advisory role, Frerking is involved in coaching varsity football and junior varsity basketball at Wesleyan School and serves as Head of the Board of Stewardship at Living Faith Lutheran Church. Georgia Advisory Group provides discretionary portfolio management and limited consulting services primarily to individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach emphasizing diversification, asset allocation, and risk management.
Dave D
Series 63, Series 66
Alpharetta, GA
Georgia Advisory Group LLC
Dave Duley is the sole advisor at Georgia Advisory Group LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has led Georgia Advisory Group since 2008. Outside of advisory services, he is a 100% owner and independent insurance agent of Georgia Advisory Group, Inc., licensed since 1982. Georgia Advisory Group provides discretionary portfolio management and limited consulting services to individuals, high-net-worth individuals, families, and small businesses. The firm employs a long-term, fundamentals-based investment approach focused on diversification, asset allocation, and risk management, managing approximately $105 million in client assets.