Financial advisers in Georgia
2 profiles with reported offices in Georgia. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Keith LernerChief Investment OfficerTruist Advisory ServicesCRD 2961603
William McDanielChief Investment OfficerWaverly AdvisorsCRD 6611440
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.