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

Persium Advisors, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Kimberly Conner Brown is an Investment Advisor Representative registered with the state of Georgia. Kimberly has been in the industry since January 2017. Kimberly has worked for Persium Advisors, LLC since January 2017. Kimberly holds a Series 65 license. Persium Advisors, LLC is an investment advisory firm headquartered in Atlanta, Georgia. The firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Persium Advisors, LLC manages over $436 million in assets.

SPECIALIZATIONS

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

Virtus Fixed Income Advisers, LLC | CFA ® (Certifications)

location

ATLANTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Cantrell Maichle is a Registered Representative with Virtus Fixed Income Advisers, LLC, specializing in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Kimberly has been in the industry since November 2014. She has been with Virtus Fixed Income Advisers, LLC, since June 2017. Kimberly holds the Series 63, Series 7, and SIE licenses. Kimberly is also a Chartered Financial Analyst. Kimberly is registered to provide investment advisory services in Florida, Georgia, Indiana, Missouri, North Carolina, South Carolina, and Virginia. Prior to joining Virtus Fixed Income Advisers, LLC, Kimberly worked at Ridgeworth Distributors LLC.

SPECIALIZATIONS

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

ATLANTA, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Cummings Piontek is a financial advisor with Morgan Stanley. Kimberly has been in the financial industry since 1997. Kimberly is registered to provide investment advice in Georgia and Texas. Kimberly also holds a series 63 and series 65 license. In addition to Kimberly's experience in the financial industry, Kimberly has held several positions at Morgan Stanley and other financial institutions. Kimberly is a highly qualified financial advisor who can provide comprehensive financial advice.

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
location

ATLANTA, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Garland is a financial advisor with over 20 years of experience in the financial industry. Kimberly has a strong track record of success in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, families, and businesses. Kimberly is currently registered with Morgan Stanley, and has previously worked at Jefferies LLC, Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kimberly holds Series 7, Series 63, and Series 65 licenses.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Gardner is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Kimberly has been in the industry since August 2011 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2011. Kimberly has earned the Series 7, Series 66 and SIE licenses and has been registered in 53 states and 2 jurisdictions. Kimberly provides a range of advisory services including portfolio management for businesses, individuals, and pooled investment vehicles.

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

Michael L. Ball, CPA, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Kimberly Ball is an investment advisor representative with Michael L. Ball, CPA, LLC in Atlanta, GA. Kimberly has been working in the financial services industry since 2004. Kimberly holds a Series 65 license. Kimberly specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

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

IFG Advisory, LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

34 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Kimberly Deprospero is a financial professional with over 30 years of experience in the industry. Kimberly is a CERTIFIED FINANCIAL PLANNER™ professional and has been a registered representative of LPL Financial, LLC, since August 2011. Kimberly joined IFG Advisory, LLC as an investment advisor representative in August 2017. Kimberly provides financial planning and portfolio management services to individuals, families, businesses, and retirement plans. Kimberly is also a registered investment advisor representative with Financial Strategies Group, Inc. Kimberly is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Globalt Investments

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Kimberly Woody is a registered investment advisor representative in Georgia and has been in the industry since February 1997. Kimberly is currently employed with Globalt Investments and is affiliated with the firm’s Atlanta, GA branch office. Kimberly Woody specializes in providing investment advice to charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Kimberly has passed the Uniform Investment Adviser Law Examination (Series 65) in May 2013.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
MODEL PORTFOLIO PROVIDER
Unclaimed

UBS Financial Services Inc.

location

ATLANTA, GA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Lynn Templin is a financial advisor with UBS Financial Services Inc. Kimberly has been in the financial industry since 1986 and has been registered with UBS since 2009. Kimberly holds Series 63, Series 66 and Series 7 licenses and has experience working with a wide range of clients, including high net worth individuals, corporations, and charitable organizations. Kimberly's previous experience includes working with Deutsche Bank Securities Inc. and Prudential Securities Incorporated. Kimberly is also a registered investment advisor in Georgia.

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

10 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Long is a financial advisor with Morgan Stanley, a leading global financial services firm. Kimberly has been in the financial services industry since 2011 and is registered to provide investment advice in multiple states. Kimberly has a broad range of experience in financial planning and portfolio management for both individuals and institutions.

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

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