Investment Advisor
GeorgiaNo new licenses issued
- Exam
- Third-party exam
- Education
- Specific course
- Experience
- Affidavit or referral
- Background check
- Not reported
Financial counselors advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Their duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Requirements reported by the state
- Licence type
- Registry
- Exam
- Third-party exam required
- Education
- Specific course required
- Certification
- Certification required
- Experience
- Affidavit or referral
Issuing body
- Division
- Georgia Office of Secretary of State - Securities Division
- Board
- Georgia Office of Secretary of State - Securities Division
- Address
- 237 Coliseum Drive Macon, GA 31217
- Phone
- (478) 207-2440
- Agency website
- http://www.sos.ga.gov/securities/
- Licence page
- http://www.cfp.net/
- Last updated
- September 10, 2024
Occupations (O*NET)
- Investment Advisor 13-2052.00
Source and verification
This record is Georgia's report to the Analyst Resource Center, published by CareerOneStop (October 2024 export). Everything shown comes only from that report.
Before you apply, confirm every detail with Georgia Office of Secretary of State - Securities Division — see the issuing body section above.
How we process this data. Not legal advice.