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

IFG Advisory, LLC

location

ATLANTA, GA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John Page Collins is an experienced financial advisor with over 30 years in the industry. John is currently registered with IFG Advisory, LLC and has been with them since December 2014. John has a broad range of experience having previously worked with Wachovia Securities, LLC, Wachovia Securities, Inc. and Wachovia Brokerage Service. John specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. John also offers portfolio management for individuals.

SPECIALIZATIONS

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

MML Investors Services, LLC | CFC ® (Certifications)

location

Atlanta, GA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

John Richardson is an investment advisor representative at MML Investors Services, LLC in Atlanta, GA. John has been in the industry since 1992 and is licensed in Georgia. John holds the Series 6, Series 63, and SIE securities licenses, and is a Chartered Financial Consultant. John is a registered investment advisor representative with MML Investors Services, LLC and is active in the financial services industry since 1992. John is a member of the financial services industry since 1992.

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
Unclaimed

Morgan Stanley

location

Atlanta, GA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

John Michael Wiens is a financial advisor with over 30 years of experience in the industry. John has been with Morgan Stanley since 2019. Before that, John was with ALPS DISTRIBUTORS, INC. John is a Registered Representative and Investment Advisor Representative. John is also licensed in multiple states and has passed multiple industry exams. John has a passion for helping clients achieve their financial goals.

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

J.p. Morgan Securities LLC

location

ATLANTA, GA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

John Minson is a registered investment advisor with J.P. Morgan Securities LLC. John has been in the industry since 1995 and has held past registrations with UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and A.S. Goldmen & Co., Inc. John is licensed in 32 states and holds both broker-dealer and investment advisor registrations. John also provides financial planning, pension consulting, and selection of other advisors to clients.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFP ® (Certifications)

location

ATLANTA, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

John Colmore Beane is an investment advisor representative with Osaic Wealth, Inc. located in Atlanta, Georgia. John has been in the financial services industry since 2007 and has extensive experience in providing financial planning, portfolio management, and investment advice. John is a CERTIFIED FINANCIAL PLANNER™ and has a Series 7, Series 24, Series 52TO, Series 53, and Series 66 licenses. John's firm offers a wide range of services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Atlanta, GA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

John Charles Snodgrass is a financial advisor with over 30 years of experience in the industry. John has been with Morgan Stanley since 2009, and has held various roles in the financial services industry, including positions with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Kemper Securities Group, Inc., Bateman Eichler, Hill Richards, Incorporated, and Drexel Burnham Lambert Incorporated. John is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds a Series 63, Series 65, Series 3, Series 5, Series 7, Series 8, Series 9, Series 10, and Series 79TO licenses. John specializes in providing financial planning and investment management services to individuals, families, businesses, and institutional clients.

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

LPL Financial LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Cannon Hydrick is a financial advisor who has been in the industry since 2000. John is currently registered with LPL Financial LLC in Georgia and Texas. John previously worked at OSAIC FA, INC., MORGAN STANLEY, UBS FINANCIAL SERVICES INC. and FIRST UNION BROKERAGE SERVICES, INC. John's areas of expertise include financial planning, pension consulting and portfolio management for individuals and businesses. John holds Series 7, 6, 63, 66, 31 and SIE licenses. John has a Certified Financial Planner designation. John is affiliated with Wealthstead Financial Advisors.

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

Rockefeller Financial LLC

location

ATLANTA, GA

experience

40 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John William Sheehan is an active investment advisor registered with the Securities and Exchange Commission (SEC). John has been in the financial services industry for over 38 years. John is a registered representative with Rockefeller Financial LLC. John previously held registrations with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc, and Ferris & Company, Incorporated. John is licensed in several states and holds a Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, and SIE license. John has a broad range of experience in the financial services industry, including providing 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
Unclaimed

Wynden Capital Management, LLC | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

John Wall McCollum is a registered investment advisor representative at Wynden Capital Management, LLC. John has been with Wynden Capital Management since April 2009. John is a Chartered Financial Analyst and has been in the industry since 1992. John is registered in Georgia and Texas. John has a previous registration with Harris Webb & Garrison, Inc. and Cowen & Co. John is active in the investment advisor industry and is dedicated to providing clients with the highest level of service. John has a wide range of experience in financial planning and portfolio management for individuals and businesses. John is a valuable asset to Wynden Capital Management and provides clients with the personalized attention they deserve.

SPECIALIZATIONS

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

BQS Management LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

John Paul Austin is an Investment Advisor Representative affiliated with BQS Management LLC. John Paul Austin has been in the industry for 22 years. John Paul Austin is the Founder and Chief Executive Officer of Austin & Company. BQS Management LLC is a Registered Investment Adviser with a firm focus on portfolio management for businesses and individuals. They have approximately $1,947,000 in regulatory assets under management. The firm's fees are based on a percentage of assets and performance.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals

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