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

Truist Advisory Services, Inc.

location

ATLANTA, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Wall is a financial advisor with Truist Advisory Services, Inc. located in Atlanta, GA. Michael Wall has been in the industry since January 23, 2018. Michael Wall is registered in Georgia as an Investment Advisor Representative. Michael Wall is also licensed with the Series 66, Series 24, SIE, and Series 7 exams. Michael Wall has experience with SunTrust Investment Securities Inc. and BB&T Securities, LLC. Michael Wall specializes in providing financial planning and portfolio management services to individuals, businesses, and corporations.

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

Homrich Berg | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Michael Landsberg is a financial advisor at Homrich Berg. He has been with the firm since April 2013. Michael is a Certified Financial Planner® and is registered with the state of Georgia as an Investment Advisor Representative. He specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael is also able to assist with the selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
BILL PAY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael Garfoli is a financial professional with over 30 years of experience in the financial industry. Michael is registered to provide investment advice and securities services in 53 states and the District of Columbia. Michael is currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. and is based in Atlanta, Georgia.

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

Corient | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Michael DeWitt is a financial advisor who is registered as an Investment Advisor Representative (IAR) in Georgia. Michael is affiliated with Corient, a firm with a focus on providing financial advisory services to high-net-worth individuals, charitable organizations, corporations, and other institutions. Michael has been in the financial industry since 2001 and has worked with a number of different firms, including Smith & Howard Wealth Management and CI Brightworth Private Wealth. Michael has a strong background in financial planning and portfolio management, and he is also a Chartered Financial Analyst (CFA).

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 Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Michael Huttner is a registered representative with Raymond James & Associates, Inc. in Atlanta, GA. Michael Huttner is a licensed securities agent and holds the Series 63, Series 79TO and SIE licenses. Michael Huttner has been in the financial services industry for over one year. Michael Huttner is a financial advisor with a focus on investments and financial planning. Michael Huttner specializes in providing a range of investment services to individuals, businesses, and institutions. Michael Huttner is committed to providing clients with personalized attention and a comprehensive understanding of 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Nicholas Hoffman & Company, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Michael Wade Masters is an investment advisor representative with Nicholas Hoffman & Company, LLC. Michael has been registered as an investment advisor representative in Georgia since October 16, 2014, and in Texas since February 21, 2018. Michael has passed the Uniform Investment Adviser Law Examination (Series 65). Michael has experience providing investment advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael also provides financial planning services, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

Carter, Terry & Company, Inc.

location

ATLANTA, GA

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Michael Steven Wright is a financial advisor registered with Carter, Terry & Company, Inc. in Atlanta, GA, and has been in the industry since 1983. Michael Steven Wright is also registered in Florida. Michael Steven Wright has Series 63, Series 7, and SIE licenses. Michael Steven Wright specializes in providing financial advice to high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

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

Michael L. Ball, CPA, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Michael Lester Ball is an Investment Advisor Representative with Michael L. Ball, CPA, LLC. Michael is registered in Florida, Georgia, and Louisiana. Michael has been in the financial industry since February 1999. Michael has a Series 65 license. Michael's firm offers financial planning and portfolio management for individuals. The firm also offers selection of other advisors. The firm manages approximately $80,296,432 in regulatory assets.

SPECIALIZATIONS

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

Advisory Services Network

location

ATLANTA, GA

disclosure

2 Disclosures

ADVISOR BIO

Michael Scott Moore is an investment advisor representative at Advisory Services Network, LLC. Michael has been in the financial services industry since 1992. Michael has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Michael is also a licensed insurance agent and offers fixed insurance products through his company, Moore's Wealth Management. In addition, Michael is the owner and consultant of Scott Moore Consulting LLC, which provides consulting services to financial advisors. Michael is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

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

Atlanta, GA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Michael Wayne Borchers is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Morgan Stanley in Georgia and Texas. Prior to joining Morgan Stanley, Michael was with UBS Financial Services Inc. and Citigroup Global Markets Inc. Michael is a highly experienced financial advisor with a strong track record of success in providing personalized financial advice to individuals and families. Michael is committed to 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

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