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

Capital Benchmark Partners, LLC | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Hao Ngo is a financial advisor at Capital Benchmark Partners, LLC based in Atlanta, Georgia. Hao has been in the financial services industry since 2010. Hao is registered with the states of California, Georgia and Texas, and holds the Series 66, Series 7, Series 9, Series 10 and Series 31 licenses. Hao is also a Certified Financial Planner. Hao specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Atlanta, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Hardik Kansara is a registered representative with J.P. Morgan Securities LLC. Hardik has been in the industry since December 18, 2021 and is registered in Georgia and Texas. Hardik specializes in providing financial planning, pension consulting, and portfolio management services for businesses and individuals. Previously, Hardik worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, Georgia.

SPECIALIZATIONS

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

LPL Financial LLC

location

ATLANTA, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Harold Braswell is an investment advisor representative with LPL Financial LLC. Harold has been working in the financial services industry since 2003. Harold is registered with FINRA and the state of Georgia. Harold has a Series 6, Series 63 and Series 65 license. Harold's previous experience includes working at OSAIC FA, INC. and VALIC Financial Advisors, INC.

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

Goldman Sachs & Co. LLC

location

ATLANTA, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Harold Jamison Maske is a financial professional with over 23 years of experience in the industry. Harold is registered with Goldman Sachs & Co. LLC and holds a variety of licenses, including Series 3, 7, 63, 65, and SIE. Harold offers a variety of financial services, including portfolio management, financial planning, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Fiduciaryvest, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Harold Weeks Small is an investment advisor representative with Fiduciaryvest, LLC in Atlanta, Georgia. Harold has been in the industry since January 2005. Harold holds a Series 65 license and is registered in Georgia. Harold's firm specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Fiduciaryvest, LLC provides discretionary asset allocation, consulting regarding strategy, policy, governance, asset allocation projections, and research. The firm also offers 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
(A) DISCRETIONARY ASSET ALLOC; (B) CONSULTING RE: STRATEGY, POLICY, GOVERNANCE, ASSET ALLOC PROJECTIONS, RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Buckhead Capital Management, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Harold Fredrick Nelson is an investment advisor representative registered with Buckhead Capital Management, LLC. Harold has been in the industry since 1981 and has held various positions at several firms. Currently, Harold is an active investment advisor representative in Georgia. Harold has earned the Series 4, 7, 24, and 63 licenses. Harold specializes in providing financial planning, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Florida Financial Advisors, LLC

location

Atlanta, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Harper Lee Warr is a financial advisor in Atlanta, GA. Harper is registered with the state of Georgia and Florida, and is a registered representative with Trinity Wealth Securities, LLC. Harper currently works with Florida Financial Advisors, LLC. Harper's focus is on financial planning for individuals and businesses, and he also offers portfolio management services. Harper has been in the industry since December 20, 2023.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Harris Michael Konter is an investment advisor representative at Raymond James & Associates, Inc., based in Atlanta, Georgia. Harris is a registered investment advisor in Georgia, Texas and 24 other states. Harris has been in the financial industry since August 2006. Harris Michael Konter specializes in providing financial planning, portfolio management, and selection of other advisors. Harris is also a registered representative of Raymond James.

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Harris Mckenzie Gignilliat is a financial advisor registered with UBS Financial Services Inc.. Harris has been in the financial industry since February 26, 2000. Harris is licensed to provide financial advice in Georgia, Pennsylvania and Texas.

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

MML Investors Services, LLC

location

ATLANTA, GA

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Harrison David Nathan is an investment advisor representative at MML Investors Services, LLC. Harrison has been in the financial industry since 2007. Harrison holds a Series 6, Series 63, and Series 65 license. Harrison is registered with the state of Georgia as an Investment Advisor Representative. Harrison is also registered with the state of Texas as an Investment Advisor Representative. Harrison is also an agent for Mass Mutual Life Insurance Company, selling individual life, health, group life, group health, DI, LTC and fixed annuities. Harrison is also an agent for MML Investors Services, LLC, selling securities. Harrison is also an investment advisor representative for MML Investors Services, LLC.

SPECIALIZATIONS

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

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