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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

CEDARTOWN, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Darren Knight is a financial advisor with over 20 years of experience in the industry. Darren is currently registered with LPL Financial LLC in Cedartown, GA. Darren specializes in providing a wide range of financial services, including financial planning, portfolio management, and insurance. Darren 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

RBC Capital Markets, LLC

location

ATLANTA, GA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Darren Robert Short is a financial professional with over 27 years of experience in the industry. Darren has worked with several well-known financial institutions, including Bear, Stearns & Co. Inc., Lehman Brothers Inc., Barclays Capital Inc., and now RBC Capital Markets, LLC. Darren's expertise spans a wide range of financial products and services, including investment company products, municipal securities, direct participation programs, and more. Darren is currently registered to provide investment advice in all 50 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Darren Marold is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Darren has been in the financial industry since 2005 and has a strong track record of success in serving clients. Darren has a broad range of experience in providing financial advice to individuals, businesses, and institutions. Darren is committed to providing clients with personalized financial advice and services that are tailored to their individual needs. Darren's areas of specialization include portfolio management, investment planning, retirement planning, and estate planning.

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

Equity Services, Inc.

location

ATLANTA, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Darrie Schlesinger is a financial advisor at Equity Services, Inc. with over 19 years of experience in the industry. Darrie is registered with FINRA and holds Series 6, 63 and SIE licenses, along with the Uniform Investment Adviser Law Examination. Darrie provides financial planning and investment advice to individuals, families, and businesses. Darrie also offers educational seminars and pension consulting services. Darrie is a specialist in retirement planning, estate planning, and insurance planning. Darrie is committed to providing her clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS

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

Alpharetta, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Darrien Michael West is a financial professional with over 8 years of experience in the industry. Darrien currently works as a registered representative for Morgan Stanley. Prior to this, Darrien worked for E*TRADE SECURITIES LLC. Darrien holds the Series 3, 63, and 7 licenses. Darrien is registered in 53 states and the District of Columbia.

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

IFG Advisory, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Darrin Bearden is a financial advisor with IFG Advisory, LLC. Darrin has been in the financial services industry for over 6 years. Darrin holds the Series 6, Series 63, and Series 65 licenses. He has experience working with individuals, families, and businesses. Darrin specializes in providing financial planning, investment management, and insurance services. Darrin is committed to providing his clients with personalized service and a comprehensive approach to financial planning.

SPECIALIZATIONS

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

LPL Financial LLC

location

ALPHARETTA, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Darrin Stuart Cohen is a financial advisor with over 25 years of experience in the industry. He is currently registered with LPL Financial LLC. His focus is on wealth enhancement and preservation, with a broad range of experience providing financial advice to individuals, families, businesses and institutions. Darrin has served clients through previous roles with Triad Advisors LLC, Kovack Securities Inc., Resource Horizons Group LLC, OneAmerica Securities, Inc., MONY Securities Corporation, Waddell & Reed, Inc., The Advisors Group, Inc., and Prudential Securities Incorporated. Darrin is also a business owner of Feed the well BBQ and Cat Security.

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

Equity Services, Inc.

location

FAYETTEVILLE, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Darryl Anthony Hicks is an investment advisor representative at Equity Services, Inc. located in Fayetteville, GA. Darryl Hicks is licensed in Georgia and New York and has been in the industry since September 1, 2011. Darryl Hicks has a Series 66 license and the following product licenses: Series 7, Series 31 and the SIE exam. Darryl Hicks has experience with MassMutual Life Insurance Co. and MML Investors Services, LLC.

SPECIALIZATIONS

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

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

location

FAYETTEVILLE, GA

0 Disclosures

ADVISOR BIO

Darryl Scott Dyche is a financial advisor with over 20 years of experience in the industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to offer investment advice in Georgia through Dyche Wealth Management, Inc. Darryl's prior experience includes roles at several firms, including Commonwealth Financial Network, Washington Square Securities, Inc. and Fortis Investors, Inc. Darryl's experience spans multiple areas, including portfolio management, financial planning, and educational seminars. Darryl is dedicated to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Alpharetta, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Darshan H Panwala is a financial advisor registered with Morgan Stanley in Alpharetta, GA. Darshan has been in the industry since March 2023, and is registered in all 50 states and the District of Columbia. Darshan holds the Series 7, Series 63, and SIE licenses. Darshan has a wide range of experience and expertise, and is committed to providing personalized financial advice to help clients achieve their 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

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