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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Janney Montgomery Scott LLC

location

ATLANTA, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Jon Wood is a financial advisor with Janney Montgomery Scott LLC. Christopher has been in the industry since 2002 and has a wealth of experience in helping individuals and families reach their financial goals. Christopher is a registered representative and investment advisor representative in the state of Georgia and holds a Series 7, 72, 63, 65 and SIE licenses.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

ALPHARETTA, GA

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Allen Turner is a financial advisor with Eagle Strategies LLC. Christopher Allen Turner is a registered representative with FINRA and a registered investment advisor in Georgia, as well as in Alabama, California, Illinois, Indiana, Massachusetts, Missouri, New York, and North Carolina. Christopher Allen Turner has been in the securities industry since 2014 and has a Series 6, Series 7TO, Series 63, and Series 66 license. Christopher Allen Turner specializes in financial planning, pension consulting, and portfolio management for individuals. Christopher Allen Turner has worked with New York Life Insurance Company, NYLIFE Securities LLC, and Eagle Strategies LLC.

SPECIALIZATIONS

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

Raymond James & Associates, Inc. | CFA ® (Certifications)

location

Atlanta, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Shoukry is a financial advisor with over 15 years of experience in the financial services industry. Christopher has worked for both Goldman Sachs and Raymond James & Associates, Inc. He holds the Series 3, 7, 65, 66 and SIE licenses and is registered to provide investment advice in multiple states including Georgia, Texas, Alabama, Arizona, California, Colorado, Florida, Maryland, Massachusetts, Nevada, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Christopher has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized service to each of his clients. He is also a Chartered Financial Analyst.

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

Fidelity Personal AND Workplace Advisors

location

Atlanta, GA

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Autry is a financial advisor with Fidelity Personal and Workplace Advisors. Christopher has been in the financial industry since 1994. Christopher has held prior roles at TD Ameritrade, Inc., Wachovia Securities Financial Network, LLC, Josephthal & Co., Inc., JW Charles Securities,Inc., First Colonial Securities Group, Inc., PaineWebber Incorporated and J. W. Gant & Associates, Inc. Christopher has been registered with Fidelity Personal and Workplace Advisors since 2024. Christopher has been registered with TD Ameritrade, Inc., Wachovia Securities Financial Network, LLC, Josephthal & Co., Inc., JW Charles Securities,Inc., First Colonial Securities Group, Inc., PaineWebber Incorporated and J. W. Gant & Associates, Inc. Previously. Christopher has passed the Series 63, Series 66, Series 7 and Series 24 exams. Christopher is currently registered in 27 states for securities and investment advisory activities.

SPECIALIZATIONS

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

Toccoa, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Dini is a financial advisor with over 20 years of experience in the industry. Christopher currently works with LPL Financial LLC and has been a registered representative with them since December 2022. Prior to LPL Financial, Christopher worked with Avantax Investment Services, Inc., VALIC Financial Advisors, Inc., and The Variable Annuity Marketing Company. Christopher's expertise includes financial planning, portfolio management, and pension consulting. Christopher is licensed to provide financial advice in the following states: California, Colorado, Florida, Georgia, North Carolina, South Carolina and Virginia.

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
location

Alpharetta, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Cuppini is a financial advisor at Morgan Stanley. Christopher has been in the industry since January 2024 and is registered with FINRA as well as in 53 states. Christopher is a licensed agent and holds the Series 63, 7TO, and SIE licenses. Christopher offers investment advice to individuals, businesses, investment companies, and charitable organizations.

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
location

Atlanta, GA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Anderson is a financial advisor registered with Morgan Stanley in Atlanta, Georgia. Christopher has been in the financial services industry since 1993 and has held previous positions at RBC Capital Markets, LLC and Citigroup Global Markets Inc. Christopher holds a Series 7, Series 3, Series 63, Series 65, Series 9, and Series 10 securities licenses and is registered in 53 states and the District of Columbia. Christopher Anderson also offers investment advisory services through Morgan Stanley.

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.

location

Columbus, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Donohoe is a financial advisor with Raymond James Financial Services Advisors, Inc. Christopher is a registered representative in Alabama, Florida, Georgia, Kentucky, Nevada, North Carolina and Tennessee. Christopher has been in the securities industry since November 2005. Christopher previously worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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
location

Alpharetta, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Cochrane is a financial advisor currently working with Morgan Stanley. Christopher has been in the financial services industry since 1996. Christopher has passed the Series 7, 24, 55, 57TO and 66 examinations. In addition to working with Morgan Stanley, Christopher has worked with E*TRADE Securities LLC, ARXIS SECURITIES LLC, KCG AMERICAS LLC, and KNIGHT CAPITAL MARKETS LLC. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and is registered in 53 states. Christopher's firm has an approximate asset amount of $10 billion - $50 billion and a client count of 335,385.

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

Level Four Advisory Services | CFP ® (Certifications)

location

Atlanta, GA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Facka is a financial advisor with over 20 years of experience in the industry. Christopher is a Certified Financial Planner and currently works at Level Four Advisory Services. Previously, Christopher worked at SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and First Options of Chicago, Inc. Christopher holds the Series 3, 7, 9, 10, 24, 31, 63, and 65 licenses. Christopher is registered in Florida and Georgia. Christopher specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

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

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