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

Truist Advisory Services, Inc.

location

ATLANTA, GA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Rhodes is a financial advisor at Truist Advisory Services, Inc. William has been in the financial industry since 1984. William has a wide range of experience in the industry, having worked at several firms including Deutsche Bank Securities Inc., Lehman Brothers Inc., CS First Boston Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds the Series 3, 7, and 63 licenses. William is also a Registered Investment Advisor in Georgia, Louisiana, and Texas. William is committed to providing personalized financial advice to help clients achieve their financial goals.

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

Synovus Securities, Inc.

location

ATLANTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

William Vincent Fridlender is a financial professional with over six years of experience in the securities industry. William has a Series 7, 79 and SIE licenses and is registered with Synovus Securities, Inc. William previously worked at STEPHENS and TRUIST SECURITIES, INC. William is registered in 29 states and the District of Columbia. William specializes in providing financial planning, investment management, and other advisory 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
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

Atlanta, GA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

William Christian Lauter is a financial advisor registered with Osaic Wealth, Inc. William is a Series 6 and Series 63 licensed professional. Prior to joining Osaic Wealth, Inc., William worked at TRIAD ADVISORS LLC. William Christian Lauter has been in the financial industry since August 30, 2009.

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

0 Disclosures

ADVISOR BIO

William Edward McEnroe is a financial advisor registered with Bison Advisors. He has been in the industry since 2020 and holds Series 63, 65, and Series 6TO licenses. McEnroe works in both Atlanta, Georgia and Saint James, New York. His areas of expertise include financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

Waypoint Wealth Counsel LLC | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

William Sullivan Scott is a financial advisor at Waypoint Wealth Counsel LLC. William has been in the financial services industry since 2012. William specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. William is a Certified Financial Planner. William is registered as an Investment Advisor Representative in Georgia. Waypoint Wealth Counsel LLC is a Registered Investment Advisor headquartered in Atlanta, Georgia. The firm provides financial planning, portfolio management for individuals, and selection of other advisers. Waypoint Wealth Counsel LLC manages over $573 million in assets.

SPECIALIZATIONS

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

Valic Financial Advisors, Inc.

location

ATLANTA, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

William Tyler Walsh is a registered representative with Valic Financial Advisors, Inc. William has been in the securities industry since August 2012. William holds the Series 66 and Series 7 licenses, as well as the SIE license. William provides financial planning and portfolio management services to individuals and high-net-worth individuals. William is also registered as an investment advisor representative in Alabama, Connecticut, Florida, Georgia, Michigan, Montana, North Carolina, South Carolina, Texas, Virginia, and Wisconsin. William is affiliated with the Valic Financial Advisors, Inc. branch office located in Atlanta, Georgia.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

William Clarence Hyde is a financial advisor registered with UBS Financial Services Inc. William Clarence Hyde is licensed in multiple states and offers a variety of services, including financial planning, portfolio management, and pension consulting. William Clarence Hyde has been a registered representative since 1977 and has a long and successful career in the financial services industry. William Clarence Hyde 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

ATLANTA, GA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

William Earle Dodd, III is a financial advisor with over 45 years of experience in the industry. William Earle Dodd, III is currently registered with UBS Financial Services Inc. William Earle Dodd, III has been registered with UBS Financial Services Inc. since January 1995. Previously, William Earle Dodd, III was registered with KIDDER, PEABODY & CO. INCORPORATED. William Earle Dodd, III has held a variety of licenses and registrations over the years, including Series 7, Series 10, Series 24, Series 3, Series 63, and Series 65.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

William A Janci is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the industry since June 20, 2013. William has a Series 66, Series 7, and SIE license. William has been registered in 30 states and holds a branch office in Atlanta, GA. William has over 30 years of experience in the financial services industry. William provides financial advice to individuals, corporations, and businesses. William also offers financial planning, investment management, and retirement planning services. William is committed to providing clients with the highest quality of financial advice and services.

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

9 Years Experience

0 Disclosures

ADVISOR BIO

William Jameson is an investment advisor representative at Morgan Stanley with over 25 years of experience in the financial services industry. William is registered to offer advisory services in 40 states, and holds several licenses, including Series 66, Series 7, and SIE. William specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies.

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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