LPL Financial
42yrs
Top advisor by experience in Cartersville
8yrs
Guy Levhar
Financial advisor at Wells Fargo Advisors
Based in Cartersville, Georgia, Guy Levhar is a fiduciary financial advisor with 8 years of industry experience. Guy joined Wells Fargo Advisors in 2024, after two years at PNC Wealth Management and four years at J.P. Morgan Securities. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 38 advisors with offices in Cartersville, and one of 36 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office499 E Main St, Cartersville, GA 30121
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- Aug 2022 – May 2024PNC Wealth Management LLCPreviously
- 2019 – 2022J.p. Morgan Securities LLCPreviously
Questions to ask Guy
Tailored to Guy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Guy
How do I contact Guy?
Call Wells Fargo Advisors at 314-875-3000 and ask for Guy Levhar. Guy works from the Cartersville, GA office.
How long has Guy been a financial advisor?
Guy has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Guy hold?
Series 66. Tap any license on this page to see what it allows.
Is Guy a fiduciary?
Guy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Guy paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Guy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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