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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Alexx K. Franklin is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Alexx has been in the industry since June 2008. Alexx has previously been employed by EDWARD JONES and Merrill Lynch.

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
location

ATLANTA, GA

experience

29 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Alexys McKenzie is a financial advisor registered with SB Advisory, LLC, and has been active in the industry since 1995. Alexys is also registered as an Investment Advisor Representative in the state of Georgia. Alexys McKenzie's previous experience includes roles with IFS Securities, Delta Equity Services Corporation, Vanguard Capital, Morgan Wilshire Securities, Inc., Walsh Manning Securities, LLC, E.C. Capital, Ltd., and Sovereign Equity Management Corp. Alexys McKenzie holds licenses for Series 7, 63, 24, 14 and SIE and has a total of 6 active registrations.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

46 Years Experience

0 Disclosures

ADVISOR BIO

Alf Salter is a registered investment advisor with over 40 years of experience in the financial services industry. Alf has a Series 63, Series 65, Series 7, and Series 5 licenses. Alf is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a Registered Representative. Alf provides portfolio management for individuals and businesses. Alf also offers educational seminars and performance measurement reports. Alf is a resident of Georgia. Alf's prior experience includes working at Bank of America, N.A..

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

THE Strategic Financial Alliance, Inc.

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Alfonso McAfee is a registered representative and investment advisor representative, licensed in Georgia, with over two years of experience in the financial services industry. Alfonso has been working with The Strategic Financial Alliance, Inc. since July 2023. Previously, Alfonso held positions at PFS Investments Inc. and Morgan Stanley. Alfonso holds the Series 66, Series 7TO, Series 24 and SIE licenses and has a track record of providing financial planning, portfolio management and selection of other advisors for both individual and business clients.

SPECIALIZATIONS

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

Angel OAK Capital Advisors, LLC

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alfred Kithong Lee is an investment advisor representative associated with Angel Oak Capital Advisors, LLC. Alfred has been in the securities industry since February 11, 2016. Alfred is registered with the state of Georgia and has passed the Series 63, Series 65, Series 7, and Series 24 exams. Alfred is currently employed with Angel Oak Capital Advisors, LLC and has previous experience with VOYA INVESTMENTS DISTRIBUTOR, LLC and E*TRADE SECURITIES LLC. Alfred specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Alfred is also a co-owner of a restaurant franchise.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Avantax Advisory Services

location

Atlanta, GA

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Alfred Ponder is a financial advisor at Avantax Advisory Services. Alfred has been in the financial industry since 1995. Alfred is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as an investment advisor representative. Alfred offers financial planning, portfolio management, and insurance services. Alfred is also a registered representative of Avantax Insurance Agency, LLC and offers insurance solutions and annuity products. Alfred holds the Series 7, Series 63, and Series 65 licenses. Alfred 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
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Park Avenue Securities LLC | CFC ® (Certifications)

location

ATLANTA, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Alfred Robertson is a financial advisor with Park Avenue Securities LLC, with over 25 years of experience in the financial services industry. Alfred Robertson is registered with the state of Georgia and North Carolina. Alfred Robertson has experience in providing financial planning, educational seminars, and selection of other advisors to clients. Alfred Robertson also provides portfolio management services for individuals. Alfred Robertson is a chartered financial consultant and is committed to providing the highest level of service to clients.

SPECIALIZATIONS

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

Advisory Services Network

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Alfred Eugene Townsend is a financial professional with over 30 years of experience in the financial services industry. Currently, Alfred is an Investment Advisor Representative at Advisory Services Network. Alfred has a diverse background, having worked with a variety of firms throughout their career. Alfred holds several licenses and certifications, including Series 63, 65, 7, 8, and 24. Alfred specializes in providing financial planning and portfolio management services to individuals, charitable organizations, corporations, and pension plans.

SPECIALIZATIONS

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

Advisory Services Network

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Alfred Eugene Townsend is an investment advisor representative with Advisory Services Network. Alfred has been in the industry since December 2015. Alfred is registered with the state of Florida and Texas.

SPECIALIZATIONS

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

Buckingham Strategic Wealth, LLC | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Alfredo Mesa is a financial advisor with over 20 years of experience in the financial services industry. Alfredo is registered with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC and holds Series 6, 7, 63, and 65 licenses. Alfredo is also a Certified Financial Planner. Alfredo has a focus on portfolio management for individuals and businesses.

SPECIALIZATIONS

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

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