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

Dempsey Lord Smith, LLC

location

ATLANTA, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Donald Gifford is a financial advisor with Dempsey Lord Smith, LLC based in Atlanta, GA. Donald has been in the financial services industry since December 2008. Donald is licensed to offer investment advice in Georgia, Ohio, and other states. Donald has a variety of financial products and services available to clients, including financial planning, portfolio management for individuals, selection of other advisors, and pension consulting. Donald previously worked at Ameriprise Financial Services, Inc. in Atlanta, GA from 2008 to 2017.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

Atlanta, GA

experience

53 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Donald Morris Kowalsky is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Donald has been in the financial services industry for 51 years. Donald holds the Series 63, Series 53, Series 24 and Series 7TO licenses, as well as the SIE certification. Donald has worked for several firms, including Questar Capital Corporation and Symetra Investment Services, Inc. Donald specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Donald Demba is a financial advisor with over 25 years of experience in the industry. Donald currently works with Morgan Stanley, offering various financial advisory services. Donald also holds a Series 7TO, Series 66, and Series 3 licenses. Donald has a strong track record of working with a range of clients, including high-net-worth individuals, corporations, and institutions. Donald has a proven ability to provide tailored financial advice to meet the unique needs of each client.

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

Park Avenue Securities LLC

location

ATLANTA, GA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donald Stonecipher is a financial advisor with Park Avenue Securities LLC based in Atlanta, GA. Donald has been in the financial industry since 1990 and has a strong track record of success in helping clients achieve their financial goals. Donald is registered to offer investment advice in 40 states and has a Series 63, 65, 7, and 24 license. Donald specializes in financial planning, portfolio management for individuals, and selection of other advisors. Donald is also a licensed agent for Southeast Firm, LLC.

SPECIALIZATIONS

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

Crescent Grove Advisors

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Donald Anthony Wright is an investment advisor representative with Crescent Grove Advisors. Donald has over 20 years of experience in the financial services industry. Prior to joining Crescent Grove Advisors, Donald was an advisor with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. Donald is a Series 7 and Series 63 licensed professional. Donald specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Donald Bodnar is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Donald Bodnar is based in Atlanta, GA, and has been in the industry since 2001. Donald Bodnar has a Series 66, Series 7 and SIE licenses, and is registered to sell securities in 48 states. Donald Bodnar has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

Advisory Services Network

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Donald James Leek is an investment advisor representative at Advisory Services Network. Donald has been in the financial services industry for over 25 years. He has a broad range of experience in financial planning, portfolio management for individuals, and selection of other advisors. Donald holds the Series 7 and Series 65 licenses. He is also a licensed real estate broker in Oregon. He is a registered Investment Advisor in Oregon. Donald has worked at several financial institutions, including U.S. Bancorp Investments, Inc. and Seattle-Northwest Securities Corporation.

SPECIALIZATIONS

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

IFG Advisory, LLC

location

ATLANTA, GA

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donald Warren Patrick is an investment advisor representative with IFG Advisory, LLC located in ATLANTA, GA. Donald Warren Patrick has been in the securities industry since August 1983 and has passed a total of 8 exams. Donald Warren Patrick holds the following licenses: Series 63, Series 65, Series 7, Series 24, Series 31, Series 51 and Series 6TO. Donald Warren Patrick is licensed to do business in 52 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Donald Warren Patrick has been registered with IFG Advisory, LLC since July 2013 and is also registered as an investment advisor representative with LPL Financial, LLC. Donald Warren Patrick's previous employers include Securities America, Inc., VeraVest Investments, Inc., Financial Assets Corporation, Private Ledger Financial Services, Incorporated and Heritage Securities Corporation. Donald Warren Patrick is a principal of Integrated Financial Group, LLC. Donald Warren Patrick's firm IFG Advisory, LLC has approximately $3,252,393,060 in regulatory assets under management. IFG Advisory, LLC is a registered investment advisor that provides advisory services including financial planning, pension consulting, selection of other advisers and portfolio management for individuals.

SPECIALIZATIONS

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

Cresset Asset Management, LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Donald Jack Sawyer is an Investment Advisor Representative at Cresset Asset Management, LLC. Donald has been in the industry since October 2009. Donald holds a Series 65 license and is registered in Georgia. Donald specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles. Cresset Asset Management, LLC is a firm headquartered in Chicago, Illinois with offices in Atlanta, Georgia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Rockefeller Financial LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Donis Noe Smith is a financial advisor with over 27 years of experience in the industry. Donis is currently registered with Rockefeller Financial LLC, a firm managing more than $50 billion in assets. Donis has a broad range of experience, having worked with both individuals and businesses. Donis offers a variety of financial planning and advisory services, including portfolio management, pension consulting, and selection of other advisors. Donis has a strong track record of success and is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

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

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