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

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

George Lipsey is a financial advisor associated with Raymond James & Associates, Inc. George Lipsey is registered with 18 states and has over 25 years of experience in the financial services industry. George Lipsey is Series 63, 7 and SIE licensed.

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

Pruco Securities, LLC

location

ATLANTA, GA

experience

15 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

George Chui is a financial advisor with Pruco Securities, LLC. George has been in the financial services industry since 2010. George is registered to provide investment advice in 11 states including Georgia, Florida, Maryland, Pennsylvania, Texas, North Carolina, Kentucky, Tennessee, Virginia, South Carolina, and West Virginia. George also holds Series 6, 7, 24, 63 and 66 licenses. Prior to working at Pruco Securities, LLC, George was employed at WELLS FARGO CLEARING SERVICES, LLC, ST. BERNARD FINANCIAL SERVICES, INC., MML INVESTORS SERVICES, LLC, P.J. ROBB VARIABLE CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, E*TRADE SECURITIES LLC, MML INVESTORS SERVICES, LLC, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.

SPECIALIZATIONS

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

West Paces Advisors, Inc. | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

George Crews is a financial advisor with West Paces Advisors, Inc. He has over 20 years of experience in the financial services industry. George specializes in providing investment advisory services to individuals, businesses, and trusts. He is also a Chartered Financial Analyst (CFA). His previous employers include American Century Investment Services Inc., The Northern Trust Company, and West Paces Advisors, LLC.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUSTED ADVISOR SERVICES
Unclaimed

Truist Advisory Services, Inc.

location

ATLANTA, GA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

George Alfred Lupton is a financial advisor with Truist Advisory Services, Inc., based in Atlanta, Georgia. George has over 30 years of experience in the financial services industry and is registered to provide investment advice in several states. His experience includes roles with BB&T Securities, LLC, Scott & Stringfellow, LLC, UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., RAIKE Financial Group Inc., Renaissance Financial Securities Corp., Robert Todd Financial Corp., McCarley and Associates, Inc., Barkley-Lockman Investments Inc., and R A F Financial Corporation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed
location

ATLANTA, GA

experience

40 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

George Edward Diamantis is a financial advisor currently working with LPL Financial LLC in ATLANTA, GA. George has been in the financial industry since January 1985. Before joining LPL Financial LLC, George was registered with AXA ADVISORS, LLC in ATLANTA, GA and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES in NEW YORK, NY. George holds Series 6, 7, 24, 53, 63, and 65 licenses. George has a strong track record in the financial industry and is committed to providing clients with personalized financial advice.

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

Fidelity Personal AND Workplace Advisors

location

ATLANTA, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

George Henry Christian is an investment advisor representative at Fidelity Personal And Workplace Advisors. George is registered to provide investment advice in 49 states, the District of Columbia and Texas. George has been working in the financial industry since April 11, 2021. Prior to joining Fidelity, George was an advisor at NYLIFE Securities LLC. George has passed the Series 7TO, Series 66 and SIE exams.

SPECIALIZATIONS

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

Osaic Advisory Services, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

George Alan Parsons is an investment advisor representative at Osaic Advisory Services, LLC, located in Atlanta, GA. George Parsons is also registered with the state of Washington. Prior to joining Osaic Advisory Services, LLC, George Parsons has worked at a number of firms, including Brigham Young University Idaho, Alterra, Aptive Environmental, Pointe Pest Control, and Fisher Investments.

SPECIALIZATIONS

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

Carter, Terry & Company, Inc.

location

ATLANTA, GA

experience

56 Years Experience

0 Disclosures

ADVISOR BIO

George Moore is an investment advisor representative at Carter, Terry & Company, Inc.. George has been in the financial industry since 1968, and has held licenses for several firms. George has held Series 1, 7TO, 63 and SIE licenses and specializes in retirement planning, investment management and financial planning for individuals. George is registered to sell securities in California, Colorado, Florida, Georgia, New York, Tennessee and Virginia.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

George Pettway is a financial advisor affiliated with UBS Financial Services Inc. George has been working in the financial services industry since March 10, 2022. George has experience with First Horizon Advisors, INC and Bank of America, N.A. George is registered with the state of Tennessee, with the FINRA, and has Series 7TO, SIE, and Series 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed
location

Atlanta, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

George Bird is a registered representative with Morgan Stanley, and has over 30 years of experience in the financial services industry. George is registered in 37 states and the District of Columbia. George holds the Series 7, Series 63 and Series 65 licenses. George is also registered as an Investment Advisor Representative in Georgia and Texas. Previously, George was registered with Citigroup Global Markets Inc., Lehman Brothers Inc. and F.N. Wolf & Co., Inc. George's primary office is located 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
Portfolio Management for Investment Companies
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