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

Principal Securities, Inc.

location

ATLANTA, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brian Crisp is a financial professional with over 20 years of experience in the financial services industry. Brian is a registered representative with Principal Securities, Inc. and holds the Series 7, Series 6, Series 63, Series 6TO and SIE licenses. Brian specializes in providing financial advice to individuals, businesses, and organizations. Brian's experience includes working for several firms, including Ameriprise Financial Services, Inc., IDS Life Insurance Company, and OneAmerica Securities, Inc. Brian offers a variety of financial services including portfolio management, financial planning, and pension consulting. Brian 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 Individuals
Unclaimed

Signaturefd, LLC | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Brian Frey is a financial advisor in Atlanta, Georgia. Brian is registered with Signaturefd, LLC and has been in the industry since April 2010. Brian has passed the Series 7 and 66 exams, and is also a Certified Financial Planner. Prior to working with Signaturefd, LLC, Brian worked with Securian Financial Services, Inc. Brian works with a range of clients including individuals, high net worth individuals, businesses, charities and retirement plans.

SPECIALIZATIONS

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

THE Ayco Company, LP

location

Atlanta, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Brian Horner is a financial advisor with over 20 years of experience in the financial services industry. Brian is registered with The Ayco Company, LP, and is licensed to provide investment advice in several states. Brian also holds several professional designations. Brian has previously worked at Mercer Allied Company, LP and Northwestern Mutual Investment Services, LLC. Brian's experience and knowledge of the financial services industry make him a valuable resource for clients seeking personalized financial advice and planning services.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

ATLANTA, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Brian Holmes is a registered representative of Park Avenue Securities LLC. Brian has been in the financial industry since 2010 and holds registrations in 15 states. Brian is a licensed insurance agent. Brian's firm, Park Avenue Securities LLC, provides a variety of financial services including financial planning, educational seminars and portfolio management for individuals. The firm has offices in New York, Georgia and South Carolina.

SPECIALIZATIONS

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

Morgan Stanley | CFP ® (Certifications)

location

ATLANTA, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brian Ranck is a financial advisor with Morgan Stanley. Brian has been in the financial industry for over 16 years. Brian provides a wide range of financial services to individuals and families, including financial planning, investment management, and retirement planning. Brian is a Certified Financial Planner and holds both Series 7 and Series 63 licenses. Brian has worked at a number of firms, including J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and The Robinson-Humphrey Company, LLC. Brian is also a Board Member at Mount Pisgah Christian School. Brian has extensive experience 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

Truist Advisory Services, Inc.

location

ATLANTA, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Brian Neff is a financial advisor with Truist Advisory Services, Inc. located in Atlanta, Georgia. Brian has been in the financial industry since 2005. Brian Neff holds the Series 66, Series 7, and SIE licenses and is registered in Alabama, Arizona, California, Colorado, Florida, Georgia, Louisiana, New Jersey, New York, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Virginia, Washington and Wisconsin. Brian Neff provides advisory services, including financial planning, selection of other advisers, portfolio management for businesses and individuals, and publication of periodicals.

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

Truist Advisory Services, Inc. | CFP ®,CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Brian Christopher Harhai is a financial advisor with Truist Advisory Services, Inc. in Atlanta, Georgia. Brian is a Certified Financial Planner and a Chartered Financial Analyst. Brian has been in the financial services industry since 2000. Brian has experience in various roles including financial advisor for both SunTrust Bank and GenSpring Family Offices. Brian works with a variety of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth. Brian provides financial planning, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors.

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

Cahaba Wealth Management, Inc. | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Brian O'Neill is an investment advisor representative with Cahaba Wealth Management, Inc. Brian has been in the industry since 1997. Brian is registered with the state of Georgia and Alabama. Brian is also registered with the state of Texas as a resident advisor. Brian's firm provides financial planning, selection of other advisors, and portfolio management for individuals. Brian also specializes in serving the needs of high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brian Michael Cribbs is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the securities industry since 2006. Brian holds Series 6, 7, 9, 10, 63, and 66 securities licenses. Brian is registered to offer securities in all states except for the U.S. Virgin Islands, as well as in Puerto Rico. Brian has held previous positions with WELLS FARGO ADVISORS, LLC, MORGAN KEEGAN & COMPANY, INC., and AMSOUTH INVESTMENT SERVICES, INC. Brian is also a registered investment advisor in Florida, Georgia, and Texas.

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

Young Investment Advisors, Inc.

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Brian Houghton is a registered Investment Advisor Representative with Young Investment Advisors, Inc. in Atlanta, GA. Brian has been in the financial services industry since February 2014 and is currently registered with the state of Georgia. Brian has passed the Series 65, Uniform Investment Adviser Law Examination. Brian provides general financial advice not related to securities and portfolio management for individuals. Young Investment Advisors, Inc. manages approximately $7,226 in assets for six individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
GENERAL FINANCIAL ADVICE NOT RELATED TO SECURITIES

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