Bison Advisors

Bison Advisors (CRD# 299805) is a financial advisory firm headquartered in Hartwell, GA. They manage $1,156,986,900 in 6,352 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,157
    MILLION
  • Total Number of Accounts
    6,352
    ACCOUNTS
  • Average Account Value
    $182,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, IA, ID, IL, LA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Bison Advisors
Showing 1 - 10 of 16 top financial advisors.
1
Steven W. Clark
CRD#: 1796172
3355 Lenox Rd, Suite 1000, Atlanta, GA 30326

Steven Clark (CRD# 1796172) is an Investment Advisor Representative working at Bison Advisors in Atlanta, GA and has over 22 years of experience in the finance industry.

2
William W. Ham
CRD#: 4718586
Cornelius, NC

William Ham (CRD# 4718586) is an Investment Advisor Representative working at Bison Advisors in Cornelius, NC and has over 7 years of experience in the finance industry.

3
Erin L. Holloway
CRD#: 4377471
100 E Corsicana St #205, Athens, TX 75751

Erin Holloway (CRD# 4377471) is an Investment Advisor Representative working at Bison Advisors in Athens, TX and has over 10 years of experience in the finance industry.

4
Paul B. Janofsky
CRD#: 6024975
122 W. Franklin St., Hartwell, GA 30643

Paul Janofsky (CRD# 6024975) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 12 years of experience in the finance industry.

5
Jesse J. Lipscomb
CRD#: 4353680
4025 Camino Del Rio South, Suite 300, San Diego, CA 92108

Jesse Lipscomb (CRD# 4353680) is an Investment Advisor Representative working at Bison Advisors in San Diego, CA and has over 23 years of experience in the finance industry.

6
Richard A. McGrath
CRD#: 2938860
122 W. Franklin St., Hartwell, GA 30643

Richard McGrath (CRD# 2938860) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 21 years of experience in the finance industry.

7
Blake R. Schaper
CRD#: 6893226
122 W. Franklin St., Hartwell, GA 30643

Blake Schaper (CRD# 6893226) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 6 years of experience in the finance industry.

8
Lane M. Turner
CRD#: 6749249
122 W. Franklin St., Hartwell, GA 30643

Lane Turner (CRD# 6749249) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 6 years of experience in the finance industry.

9
Dirk Wall
CRD#: 6085798
122 W. Franklin St., Hartwell, GA 30643

Dirk Wall (CRD# 6085798) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 11 years of experience in the finance industry.

10
Susan L. Wieneke
CRD#: 6915408
Maple Grove, MN

Susan Wieneke (CRD# 6915408) is an Investment Advisor Representative working at Bison Advisors in Maple Grove, MN and has over 5 years of experience in the finance industry.

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