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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

27 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Clifton Brent Smith is a financial advisor with Raymond James & Associates, Inc., a firm that provides wealth management services. Clifton has over 25 years of experience in the financial industry, starting his career in 1995. Clifton is registered to provide investment advice in Georgia and Texas. His previous experience includes roles with Ameriprise Financial Services, LLC, Morgan Stanley, and UVEST Financial Services Group, Inc.. Clifton has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and guidance.

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

LPL Financial LLC | CFP ® (Certifications)

location

MARIETTA, GA

experience

18 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Clint Farabaugh is a financial advisor with over 16 years of experience in the industry. Clint is registered with LPL Financial LLC and Proactive Wealth Strategies, LLC. Clint's current office is located in Marietta, Georgia and he has been working in the financial industry since 2006. Clint's experience includes investment advisory services. Clint is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and holds Series 66, Series 7, and SIE licenses. Clint specializes in providing financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Atlanta, GA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Clinton Copeland is a financial advisor with Cambridge Investment Research Advisors, Inc. Clinton is a registered representative with 24 years of experience in the financial services industry. Clinton has a wide range of experience in providing financial advice to individuals, families and businesses. Clinton holds the Series 7, 6, 63, and 65 licenses. Clinton is also a licensed insurance agent and has provided insurance services for over 20 years. Clinton is committed to providing his clients with the highest level of service and is dedicated to helping them 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
Market Timing Services
Unclaimed

THE Strategic Financial Alliance, Inc.

location

ATLANTA, GA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Clive Slovin is a registered representative with The Strategic Financial Alliance, Inc. Clive has been in the securities industry since December 23, 1983 and is a registered Investment Advisor Representative in Georgia. Clive has worked for several firms in the past including Reliance Securities, LLC, World Group Securities, Inc., and IFG Network Securities, Inc.

SPECIALIZATIONS

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

Alpharetta, GA

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Clyde Edward Augmon is a financial advisor with Morgan Stanley. Clyde has been in the industry since 2010 and holds the Series 7, Series 63, and SIE licenses. Clyde is registered with FINRA and the state of Georgia. Clyde is registered with 53 states and is active with Morgan Stanley in their Alpharetta, GA office.

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

Alpharetta, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Cody Wilson is a financial advisor at Morgan Stanley, Cody Wilson has been in the financial services industry since 2019. Cody Wilson is registered with FINRA and has a Series 7, Series 9, Series 10 and Series 63 license. Cody Wilson is also registered in 53 states, including Georgia, Texas and Alabama. Cody Wilson previously worked at E*TRADE Securities LLC. Cody Wilson has experience with providing portfolio management, financial planning, and asset allocation advice to 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
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Watkinsville, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Cody Evan Houchin is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Watkinsville, GA. Cody has been in the industry since 2016 and is registered with FINRA and the state of Georgia. Cody is a Series 66, Series 7 and SIE licensed professional and holds licenses in several states, including Colorado, Georgia, Hawaii, Kentucky, North Carolina, Ohio, Oregon, and West Virginia. Cody also works for The Avenue Wealth Management LLC, an independent contractor position. Cody focuses on providing financial advice and portfolio management for businesses, individuals, 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Planmember Securities Corp.

location

McDonough, GA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Cody Carpenter is a registered investment advisor representative. Cody Carpenter is a financial professional with over 20 years of experience in the industry. Cody Carpenter works with Planmember Securities Corp. Cody Carpenter has experience with a range of financial products and services, including securities, insurance, and tax preparation. Cody Carpenter has a broad base of clientele including high net worth individuals, corporations, and pension and profit sharing plans.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Atlanta, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Cody Hilbun is a registered representative with Raymond James & Associates, Inc. Cody has been in the financial services industry since 2012 and is licensed to sell securities in 28 states, including Georgia, Texas, Florida and California. Cody has experience providing financial planning, portfolio management, and other financial services to individuals, businesses, and institutions. Cody also offers 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Cody Shane Crews is a financial advisor registered with LPL Financial LLC in Atlanta, GA. Cody has been working in the financial industry since 2012 and holds Series 7, Series 66 and SIE licenses. Cody's prior experience includes working with Waddell & Reed in Atlanta. Cody is also a Certified Financial Planner. Cody has a specialization in investment advisory services, financial planning, portfolio management for individuals and businesses, and educational seminars. Cody has experience working with various types of clients, including high net worth individuals, individuals other than high net worth, corporations, pension plans, charitable organizations, investment clubs and state or municipal government entities.

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

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