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

Cetera Investment Advisers LLC

location

ATLANTA, GA

experience

18 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Cameron Blake Bozeman is an investment advisor representative with Cetera Investment Advisers LLC. Cameron has been working in the financial industry since 2007 and holds Series 7, 63, and 65 securities licenses. Cameron works with individual investors, corporations, and high-net-worth clients, providing them with financial planning, portfolio management, and other advisory services. Prior to joining Cetera Investment Advisers LLC, Cameron worked for Voya Financial Advisors, Inc. and Raymond James Financial Services, Inc. Cameron specializes in various areas of financial planning and investment, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

Peachcap TAX & Advisory, LLC

location

ATLANTA, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Cameron White Parkhurst is a financial advisor with Peachcap TAX & Advisory, LLC. Cameron has been in the financial industry since 2001 and holds Series 7, 63, 65, 24, and 53 licenses. Cameron is also a registered Investment Advisor Representative (IAR) in the state of Georgia. Cameron has previous experience with Raymond James & Associates, Inc., Arkadios Capital, and YieldQuest Securities, LLC. Cameron's specializations include Retirement Planning, College Savings, Estate Planning, and Insurance. Cameron is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Signaturefd, LLC | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Cameron Bryan Craig is a financial advisor with Signaturefd, LLC in Atlanta, Georgia. Cameron has been in the financial industry since February 2012. Cameron previously worked for Northwestern Mutual Investment Services, LLC. Cameron has licenses in Georgia and is also a Certified Financial Planner.

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 Colony Group, LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Cameron Starr is a financial advisor with The Colony Group, LLC. Cameron has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Cameron is also registered as an Investment Advisor Representative in Georgia and Texas. Cameron has a strong understanding of the financial markets and 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
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

ATLANTA, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Candace Brown is an investment advisor representative registered with DAI Wealth, LLC. Candace has been in the securities industry since October 2012 and has passed several industry exams, including Series 66, Series 27, Series 24, Series 7, Series 99, and SIE. Candace has experience with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Candace's primary employment is with DAI Wealth, LLC in Atlanta, GA, but she is also registered as an investment advisor representative in Minnesota with DAI Wealth, LLC. Candace also has an outside business activity as a manager with Firas Capital Group, LLC, which involves providing advice and expertise for independent broker-dealers.

SPECIALIZATIONS

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

PFS Investments Inc.

location

ATLANTA, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Candace Lindsey is a registered representative with PFS Investments Inc., a firm based in Duluth, GA. Candace is licensed in 8 states and holds a Series 63, Series 6TO, Series 26, and SIE license. Candace has been in the financial services industry since January 2020.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Candi Elder is a financial professional with PFS Investments Inc. Candi is registered in Georgia as an Investment Advisor Representative and holds the Series 6, Series 63, and SIE licenses. Candi has been in the industry since January 2022.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed
location

Atlanta, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Candice Gabrielle Smith is a registered representative with Morgan Stanley. Candice Gabrielle Smith is licensed to provide financial advice in Georgia, Texas, and several other states. Candice Gabrielle Smith has been in the financial industry since June 16, 2014, and has a strong track record of success in helping clients achieve their financial goals. Candice Gabrielle Smith is also a board member of KidsBoost, Inc., a non-profit organization in Atlanta, Georgia. Candice Gabrielle Smith has a wide range of experience and expertise in financial planning, portfolio management, and investment 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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

ATLANTA, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Capiz Calloway is a financial advisor with over 15 years of experience in the industry. Capiz has a strong track record of success in helping clients achieve their financial goals. Capiz is a Certified Financial Planner and holds the Series 66, Series 7, and Series 10 licenses. Capiz is also registered to provide investment advisory services in several states. Capiz works with clients of all types, including individuals, families, businesses, and retirement plans. Capiz's main areas of expertise include financial planning, investment management, and retirement planning. Capiz is committed to providing personalized service and helping clients make informed decisions about their finances. Currently, Capiz is employed by Raymond James Financial Services Advisors, Inc., a firm with a long history of providing investment services to individuals and families.

SPECIALIZATIONS

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

Rockefeller Financial LLC

location

ATLANTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Cara Chiemi Weathers is a financial advisor currently working at Rockefeller Financial LLC. Cara has over six years of experience in the financial industry. Previously, Cara worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cara holds Series 7 and Series 66 securities licenses, along with the SIE exam. Cara is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in 32 states and the District of Columbia.

SPECIALIZATIONS

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

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