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Portfolio Management for Businesses Advisors in Atlanta, Georgia
4,942 Results
Unclaimed
location

ATLANTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Claudia Elizabeth De la rosa is a financial advisor with over 9 years of experience in the industry. Claudia holds multiple licenses including Series 6, Series 63, and Series 65. She has worked with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Currently, Claudia works with Osaic Wealth, Inc. and is registered in several states as a registered representative and an investment advisor representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Clay Cale Rucker is a financial advisor with over 30 years of experience in the financial services industry. Clay is currently registered with Raymond James & Associates, Inc. and is a Registered Representative (Series 7 & 63), a Registered Investment Advisor (Series 65) and has passed the Securities Industry Essentials (SIE) exam. Clay has also held previous positions at several other firms including A. G. Edwards & Sons, Inc., Alex. Brown & Sons Incorporated, Bear, Stearns & Co. Inc., Lehman Brothers Inc., and The Robinson-Humphrey Company Inc. Clay is a specialist in providing financial and investment advice to individuals, businesses, and institutions. Clay is licensed to provide services in Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Liquid Strategies, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Clayton Gibson is a registered investment advisor representative with Liquid Strategies, LLC based in Atlanta, GA. Clayton has been in the industry since 1996, previously working with Scott & Stringfellow, Inc., Dean Witter Reynolds Inc. and BB&T FUNDS DISTRIBUTOR, INC.. Clayton holds Series 7, 31, 55, 63, 65, and 66 securities licenses and specializes in portfolio management for individuals and investment companies. Clayton is a licensed investment advisor in Georgia.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
SUB ADVISOR FOR OTHER INVESTMENT ADVISORA
Unclaimed
location

Atlanta, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Clayton Anthony is a financial advisor with Morgan Stanley, located in Atlanta, Georgia. Clayton has been in the industry since April 2007. Clayton is a licensed registered representative in Georgia and Texas. Clayton Anthony holds a Series 7, Series 66 and SIE licenses and is currently registered with the Financial Industry Regulatory Authority (FINRA). Clayton is also a registered investment advisor in Georgia and Texas. Clayton has been with Morgan Stanley since June 2009. Clayton's previous experience includes working at Citigroup Global Markets Inc. Clayton is a member of the University of Georgia School of Public and International Affairs Board of Visitors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Clayton Millsaps Roell is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the financial industry. Clayton is also a registered investment advisor in Georgia and Texas. Clayton's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Clayton is able to provide investment advice and services, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Veracity Capital LLC | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Clayton Liscom is an investment advisor representative with Veracity Capital LLC. Clayton has been in the industry since 1997 and holds the Series 7, Series 8, Series 16, Series 63 and Series 65 licenses. Clayton specializes in providing financial planning and portfolio management services to individuals and corporations. Clayton has experience working with high-net-worth individuals and corporations. Clayton has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

ZWJ Investment Counsel Inc. | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Clayton Franklin Jackson is a registered investment advisor representative with Zwj Investment Counsel Inc. Clayton has been in the industry since 1984. Clayton is registered in Florida, Georgia, Ohio, and Texas. Clayton is a Chartered Financial Analyst. Clayton's specialties include portfolio management for individuals, portfolio management for businesses, selection of other advisors, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Janney Montgomery Scott LLC

location

ATLANTA, GA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Clayton Brasher is a financial advisor with over 14 years of experience in the financial services industry. Clayton is currently a registered representative with Janney Montgomery Scott LLC. Clayton has a wide range of experience in the financial services industry, including previous roles at George K. Baum & Company, Advisors Asset Management, Inc., and Chadwick Securities, Inc. Clayton holds the Series 7, Series 63, Series 52TO and SIE licenses. Clayton is registered to offer securities in 14 states. Clayton is committed to providing his clients with personalized financial advice and investment strategies. Clayton specializes in providing financial advice and investment strategies to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Capsouth Wealth Management

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Clayton Edward Cook is an Investment Advisor Representative at Capsouth Wealth Management. Clayton is licensed in Georgia. Clayton has been in the industry since November 2022, and has experience working at CapSouth Partners Inc and Redeemer City to City. Clayton is Series 65 licensed and has expertise in financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING
Unclaimed

Valic Financial Advisors, Inc.

location

ATLANTA, GA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Clifford Nathaniel England is a Registered Representative and Investment Advisor Representative with Valic Financial Advisors, Inc.. Clifford has been in the industry since May 1985 and is licensed in 13 states. Clifford also has a license for securities and insurance products in the state of Texas. Clifford has a Series 6, Series 63, and Series 65 licenses. Clifford specializes in the following areas: portfolio management for individuals, selection of other advisers, and wrap accounts.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS

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