Invested Better
Educational Seminars & Workshops Advisors in Braselton, Georgia
9 Results
Unclaimed

Commonwealth Financial Network

location

Braselton, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Langley is an investment advisor representative at Commonwealth Financial Network, where he has been employed since April 2021. Douglas has been in the financial services industry since May 18, 2000. Previously, Douglas worked at Avantax Investment Services, Inc. from October 2019 to April 2021. He has a Series 7, Series 66, and SIE license. Douglas is also the owner of Gwinnett Financial Services, Inc. DBA GFS Advisory and Douglas A Langley, LLC, both private entities, that facilitate securities, advisory, and insurance business. He also offers tax preparation services. Douglas is registered to provide investment advice in Alabama, Delaware, Florida, Georgia, Louisiana, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Tennessee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

JT Stratford, LLC

location

BRASELTON, GA

0 Disclosures

ADVISOR BIO

Gregory Counts Wilson has been in the financial industry since 1996. Gregory is currently registered as an Investment Advisor Representative in Georgia and North Carolina. Gregory is associated with JT Stratford, LLC. Prior to this role Gregory was associated with TRIAD ADVISORS LLC, AMERICAN GENERAL SECURITIES INCORPORATED, WASHINGTON SQUARE SECURITIES, INC., WMA SECURITIES, INC., IFG NETWORK SECURITIES, INC., and NYLIFE SECURITIES INC. Gregory has passed the Series 6, Series 7, Series 63, and Series 65 exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AGREEMENT
Unclaimed

Commonwealth Financial Network

location

Braselton, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Marissa Paige Rossi is a financial advisor with Commonwealth Financial Network, located in Braselton, GA. Marissa has been in the financial services industry since October 14, 2018. Prior to joining Commonwealth, Marissa worked at Avantax Investment Services, Inc. Marissa holds the Series 7, Series 66, and SIE securities licenses. Marissa is registered with the following states: Alabama, Delaware, Florida, Georgia, Louisiana, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

Braselton, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Langley is a financial advisor with Commonwealth Financial Network, a large independent Registered Investment Advisor (RIA) based in Waltham, Massachusetts. He has been in the financial services industry since June 12, 2012. Nathaniel is registered with the Securities and Exchange Commission (SEC) as a Registered Representative and with the state of Georgia as an Investment Advisor Representative. He is also a Certified Financial Planner (CFP®). Nathaniel holds Series 7, Series 66 and SIE licenses. Nathaniel previously worked with Avantax Investment Services, Inc. and 1st Global Capital Corp. Nathaniel Langley specializes in retirement planning, insurance, college savings, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

BRASELTON, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Pruner is a financial advisor with Edward Jones in BRASELTON, GA. Nicholas has been in the industry since 2015 and is licensed in 19 states. Nicholas is a Series 66, Series 7 and SIE exam holder.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

BRASELTON, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Paul Schlitz is an investment advisor representative at Edward Jones. Paul has been in the industry since August 2022. Paul holds both Series 7 and Series 66 licenses. Paul has a branch office in Braselton, GA. Edward Jones provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Kingsview Wealth Management, LLC | CFP ® (Certifications)

location

BRASELTON, GA

0 Disclosures

ADVISOR BIO

Ralph Malcolm Brooks is a financial advisor with Kingsview Wealth Management, LLC. Ralph has been in the industry since December 2009 and is registered in both Georgia and Texas. Ralph is a Certified Financial Planner and has passed the Series 66, Series 7, and SIE exams. Ralph has experience working with a variety of clients, including high-net-worth individuals, corporations, investment companies, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Independent Financial Partners | CFP ® (Certifications)

location

Braselton, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Samuel Thomas Madaris is a financial advisor with Independent Financial Partners, based in Braselton, GA. Samuel Thomas Madaris has been in the industry since 2008 and has experience providing financial advice to individuals, families, and businesses. Samuel Thomas Madaris is a Certified Financial Planner and holds Series 66, Series 7, and SIE licenses. Samuel Thomas Madaris is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed
location

BRASELTON, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Tony Shewbert is a financial advisor with Edward Jones. Tony has been in the financial industry since July 18, 2012. Tony is registered to provide investment advice in Alabama, Colorado, Florida, Georgia, Hawaii, Indiana, Michigan, North Carolina, South Carolina, and Tennessee. Tony holds the Series 66, SIE, and Series 7 securities licenses. Tony has 1 state exam, 2 product exams, and 4 approved SRO registrations. Tony works out of the Edward Jones branch office in Braselton, GA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals