Financial advisers in Suwanee, Georgia
11 profiles with reported offices in Suwanee, Georgia. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Robert BlackManager/Founding MemberLegacy Planning AdvisorsCRD 2259459
Mark LloydChief Executive OfficerLloyd Advisory ServicesCRD 3098561
Christopher CushmanChief Compliance Officer/Managing MemberLegacy Planning AdvisorsCRD 5092370- Andrew JonesInvestment adviser representativeLloyd Advisory ServicesCRD 5428479
- James MorrisInvestment adviser representativeLloyd Advisory ServicesCRD 5428483
Peter GeckelerManaging MemberLegacy Planning AdvisorsCRD 6294851- Mark LloydInvestment adviser representativeLloyd Advisory ServicesCRD 7149477
Derek BellManaging MemberLegacy Planning AdvisorsCRD 7324446- Andrew LloydInvestment adviser representativeLloyd Advisory ServicesCRD 7579064
Shaun DuffyInvestment adviser representativeLloyd Advisory ServicesCRD 7876886- Samuel HuttoInvestment adviser representativeLegacy Planning AdvisorsCRD 8178277
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.