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

Signature Wealth Management Group LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Curt Richard Mangold is a financial advisor registered with the state of Georgia and Texas. Curt has been in the industry for over 20 years. Curt's experience includes working with Signature Wealth Management Group LLC, Cantella & Co., Inc., Harbor Financial Services, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Curt is a Certified Financial Planner™ and holds Series 7, Series 31 and Series 66 licenses. Curt specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Curt is also registered as an Investment Advisor Representative in Georgia and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equity Services, Inc.

location

ATLANTA, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Curtis James is a financial advisor with Equity Services, Inc. Curtis has been in the financial services industry since 2011. Curtis is licensed in 14 states and is a registered investment advisor in Florida. Curtis has a strong background in financial planning, portfolio management, and insurance. Curtis James is committed to providing personalized financial advice to individuals and families. Curtis has experience working with clients of all ages and income levels.

SPECIALIZATIONS

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

PFS Investments Inc.

location

ATLANTA, GA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Curtis Maurice Campbell is a registered representative with PFS Investments Inc. in ATLANTA, GA. Curtis has been in the industry since 1993 and holds the Series 6, Series 26 and Series 63 licenses, as well as the SIE. Curtis's specializations include securities. Curtis has experience working with individuals, corporations or other businesses, and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

Atlanta, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Dianne Lane is a financial advisor registered with Morgan Stanley and has been in the financial services industry since October 16, 2000. Cynthia has experience working with a variety of clients, including individuals, families, businesses, and institutions. Cynthia holds the Series 7, Series 31, Series 63, and Series 66 licenses, as well as the SIE. Cynthia is also registered with the states of Georgia and Texas.

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

Wells Fargo Advisors Financial Network, LLC

location

ATLANTA, GA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Hinck is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Cynthia has been in the financial industry since 1995. Cynthia is registered with the state of Georgia and Texas. Cynthia specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Buckhead Capital Management, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Cynthia Leigh Prince is an Investment Advisor Representative at Buckhead Capital Management, LLC. Cynthia is licensed in Georgia. Cynthia has been with Buckhead Capital Management, LLC since October 2000. Cynthia has a Series 65 license. Cynthia specializes in providing financial planning, portfolio management for businesses and portfolio management for individuals. Buckhead Capital Management, LLC primarily manages assets for insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Buckhead Capital Management, LLC uses a variety of compensation arrangements including fixed fees, percentage of assets, and performance-based fees. The firm is registered with the state of Georgia.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Yepez is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Cynthia is registered with FINRA and the state of Georgia. Cynthia has been in the industry since 2014. Cynthia has passed the Series 7TO, SIE, and Series 66 exams.

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

Wells Fargo Clearing Services, LLC

location

ATLANTA, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Finkley Scott is a financial advisor with over 30 years of experience in the industry. She has been a registered representative with Wells Fargo Clearing Services, LLC since 2013. Prior to that, Cynthia worked with several other firms, including The Chapman Co., Triad Advisors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cynthia holds several licenses and registrations, including the Series 7, 63, 66, 24, 9, 10, and 31 exams. She also has extensive experience in providing investment consulting services to institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cynthia Lynn Skaggs is a financial advisor with over 18 years of experience in the industry. Cynthia is currently registered with LPL Financial LLC, and has held previous registrations with Securities America, Inc., and VeraVest Investments, Inc. Cynthia has a broad range of experience in financial planning, portfolio management, and insurance. Cynthia holds the Series 66, Series 31, and Series 7 licenses. Cynthia has an active registration in 17 states, including Alabama, Alaska, California, Colorado, Florida, Georgia, Illinois, New York, Ohio, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia. Cynthia is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

Atlanta, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Daan Mutsaers is a financial advisor with Raymond James & Associates, Inc. Daan has been working in the financial industry for over 7 years and is registered with FINRA and the state of Georgia. Daan holds the Series 7, Series 63, and SIE licenses. Daan is also a Certified Financial Planner. Daan's specialties include financial planning, portfolio management, and retirement planning. Daan has experience working with individual investors, families, and businesses.

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

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