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Financial Planning Services Advisors in Cartersville, Georgia
22 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

CARTERSVILLE, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Zvanut is a financial advisor at Wells Fargo Clearing Services, LLC. Andrew has been in the industry since 2016. Andrew is registered in 43 states and two of those states as an Investment Advisor Representative (IAR). Andrew has licenses for Series 6, 7, 63 and 66. Andrew also has a Series SIE license. Andrew specializes in investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisers. Andrew also offers portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

CARTERSVILLE, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Billy Eugene Chandler is a financial advisor with Edward Jones. Billy is a registered representative with FINRA and has been working in the industry since February 1999. He has a Series 7, Series 63 and Series 66 licenses. Billy provides financial planning services to individuals, businesses, and retirement plans. He also manages investment portfolios for his clients. Billy is committed to providing his clients with personalized financial advice 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

Wells Fargo Clearing Services, LLC

location

CARTERSVILLE, GA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Wade Payne is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. David has been in the financial services industry since January 18, 2010. David has a Series 63, Series 65 and a Series 7 license, as well as a SIE. David is currently registered in Alabama, Georgia, Massachusetts and New Jersey. David has previously worked with Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and Wells Fargo Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

CARTERSVILLE, GA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Debra Ann Bond is a financial advisor with Wells Fargo Clearing Services, LLC. Debra has been in the financial services industry since 1988. Debra is registered to offer securities and investment advisory services in 47 states. Debra has a long history in the financial services industry, starting her career with Smith Barney, Harris Upham & Co., Incorporated. Prior to joining Wells Fargo, Debra was with Chase Investment Services Corp. and WAMU Investments, Inc. Debra holds the Series 3, 7, 24 and 66 licenses, and the SIE designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

CARTERSVILLE, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Derek Wayne Strange is a registered investment advisor representative with Edward Jones, an investment firm with over 22,000 registered representatives. Derek has been in the industry since 2020 and holds Series 7TO, Series 66 and SIE licenses. Derek is registered with the state of Georgia as an investment advisor representative and broker. Derek's specializations include Financial Planning, Portfolio Management for Individuals, Selection of Other Advisers, and Portfolio Management for Businesses. Derek is also registered in the following states: Alabama, Colorado, Florida, Maryland, North Carolina, South Carolina, and Tennessee.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Cartersville, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Edward Barton Moore is a financial advisor with over 23 years of experience in the industry. Edward Barton Moore is currently registered with Raymond James & Associates, Inc., and has been with them since February 2013. Previously, Edward Barton Moore was affiliated with MORGAN KEEGAN & COMPANY, INC., EDWARD JONES, and METLIFE SECURITIES INC. Edward Barton Moore has a wide range of experience and holds the following licenses: Series 6, Series 7, Series 63, Series 66 and the SIE. Edward Barton Moore offers financial planning, investment management, pension consulting, educational seminars, and other financial services. Edward Barton Moore is licensed to conduct business in several states.

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

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

location

CARTERSVILLE, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Glen Alan Merritt is a financial advisor who has been in the industry since 2003. He is currently registered with Raymond James Financial Services Advisors, Inc. in Georgia and Texas. Glen has experience working with a variety of clients including individuals, businesses, pension and profit-sharing plans, and insurance companies. Glen is a Certified Financial Planner® professional. He has a deep understanding of financial planning, investment management, and retirement planning. He is dedicated 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC

location

CARTERSVILLE, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Patton is a financial advisor who has been working in the financial services industry since 2011. Gregory is registered with LPL Financial LLC and IFG Advisory, LLC. Gregory offers financial planning, consulting, and portfolio management services to individuals, businesses, and charitable organizations. Gregory has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance. Gregory is also an active member of the community and is committed to giving back to his community through various charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

CARTERSVILLE, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Jason Walling is a financial advisor with Osaic Wealth, Inc. based in Cartersville, Georgia. Jason has been in the financial services industry since February 20, 2002. Jason holds licenses in 13 states, including Georgia, Alabama, Arkansas, District of Columbia, Florida, Illinois, Maryland, Mississippi, Missouri, South Carolina, Tennessee, Texas, and Virginia. Jason specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

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

CARTERSVILLE, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Ryan Drennan is an investment advisor representative at Edward Jones, a firm that has been in business for over 100 years. Jeffrey holds licenses in several states including Georgia and Texas. His current location is in Cartersville, Georgia. Jeffrey Drennan focuses on individual clients but also works with partnerships, investment clubs, and corporations. Jeffrey provides investment advice and portfolio management services to clients, including financial planning.

SPECIALIZATIONS

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

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