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

ATLANTA, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Robert K House is a financial advisor in Atlanta, Georgia. Robert has been a registered representative for over 15 years and currently works at Morgan Stanley. Previously, Robert worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY, and Atlanta, GA. Robert holds both Series 7 and Series 63 licenses. Robert specializes in individual, business, and institutional investment portfolio management.

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

Smith & Howard Wealth Management, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Robert Lloyd Kaercher is a financial advisor with Smith & Howard Wealth Management, LLC located in Atlanta, Georgia. Robert has over 20 years of experience in the financial services industry. He is a registered Investment Advisor Representative (IAR) in Georgia and Texas and holds Series 7, 6, 63, and 65 licenses. Robert specializes in financial planning, portfolio management, and pension consulting. He provides these services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Robert's primary focus is on building long-term relationships with clients and helping them achieve their financial goals.

SPECIALIZATIONS

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

Pierson Wealth Management | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Robert Franklin Pierson is an investment advisor representative at Pierson Wealth Management. Robert has been working in the financial industry for over 30 years and has experience working with both individuals and businesses. Robert is a Certified Financial Planner and holds a Series 65, Series 63, Series 8, Series 15, Series 5, Series 3, and Series 7 licenses. Robert has held prior positions at RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., RBC CAPITAL MARKETS CORPORATION, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and THOMSON MCKINNON SECURITIES INC. Robert has a passion for helping clients achieve their financial goals and believes in building long-term relationships with his clients.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Kurtz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the industry since 2005 and is registered in 28 states to offer both securities and investment advisory services. In addition to his financial services work, Robert is a freelance model.

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

Benedict Financial Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Robert Hamill is a financial advisor in Atlanta, Georgia, with over 6 years of experience in the industry. Robert is currently registered with Benedict Financial Advisors, Inc. and is a Certified Financial Planner and Chartered Financial Consultant. Before joining Benedict Financial Advisors, Inc., Robert was previously registered with Ameriprise Financial Services, LLC and ProEquities, Inc. Robert has a Series 66, Series 7 and SIE license. Robert provides financial planning services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

THE Ayco Company, LP

location

Atlanta, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Robert Franklin Bacon is an investment advisor representative with The Ayco Company, LP in Atlanta, GA. Robert has been in the industry for 20 years and has passed Series 3, 7, 24, 63 and 65 exams. Robert is registered to provide investment advice in 39 states. Robert has previous experience with Mercer Allied Company, L.P.. Robert Franklin Bacon also has a current registration with The Ayco Company, LP in Texas. Robert Franklin Bacon provides financial planning services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

ATLANTA, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Robert Null is an investment advisor representative with Truist Advisory Services, Inc. He has been working in the financial services industry since July 28, 2001. Robert holds a Series 65, Series 7, and Series 63 licenses. He has been registered with the State of Georgia since June 30, 2005. He also holds a Series 24 license and was previously registered with BB&T Securities, LLC and SunTrust Capital Markets, Inc.

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

Valic Financial Advisors, Inc. | CFC ® (Certifications)

location

ATLANTA, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Robert Francis Lewis is a financial advisor with Valic Financial Advisors, Inc., with 24 years of experience in the financial services industry. Robert is registered with both the Securities and Exchange Commission (SEC) and the state of Georgia. Robert has a Series 6, Series 26, and Series 63 license and holds a Chartered Financial Consultant designation. In addition to his current role at Valic, Robert has held previous positions with AIG Capital Services, Inc., Pruco Securities, LLC., Hartford Equity Sales Company Inc., Nationwide Investment Services Corporation, Guardian Investor Services LLC, Cadaret, Grant & Co., Inc., Paine Webber Incorporated, Pruco Securities Corporation and The Prudential Insurance Company of America. Robert's practice specializes in providing financial planning and investment management services to individuals, businesses, and high-net-worth clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Invesco Advisers, Inc.

location

ATLANTA, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Robert Scott Maney is a financial advisor at Invesco Advisers, Inc. Robert has over 25 years of experience in the financial services industry. Robert is registered with the state of Texas as an Investment Advisor Representative. Robert is also registered in 53 other states and the District of Columbia as a Broker-Dealer. Robert's previous experience includes positions at ADP Broker-Dealer, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Wells Fargo Brokerage Services, L.L.C., Pioneer Funds Distributor, Inc., and Titan/Value Equities Group, Inc.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Robert Butler is a financial advisor with Mariner Wealth. Robert has been in the financial services industry for over 7 years. Robert has a Series 66, Series 7, and SIE. Robert is also a Certified Financial Planner. Robert specializes in helping individuals, families, businesses, and institutions with their financial planning needs. Robert is committed to providing personalized financial advice and working with his clients to achieve their financial goals. Robert's previous experience includes working at Mercer Allied Company, L.P., Cedar Rowe Partners, and Mariner Wealth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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