Invested Better
Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ATLANTA, GA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

David Leslie Bowlin is a registered representative with Stifel, Nicolaus & Company, Inc. David has been working in the financial services industry since August 20, 2008, and holds Series 3, 7, 63, and 66 licenses. David has worked at Barclays Capital Inc., AIG Equity Sales Corp., and Stifel, Nicolaus & Company, Inc. David has specialized in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

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 Pooled Investment Vehicles
Unclaimed

Osaic Wealth, Inc.

location

VILLA RICA, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

David Bryant Thompson is a financial advisor registered with Osaic Wealth, Inc. and holds licenses in several states. David is also an insurance agent and the owner of a financial services LLC. David has over 18 years of experience in the financial services industry and focuses on financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

ATLANTA, GA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

David Earle Watson is a financial professional with over 30 years of experience in the financial services industry. David has a strong background in providing investment advisory services, financial planning and portfolio management. David is currently registered with Equitable Advisors, LLC, and is a Principal. David has earned several professional designations, including Series 6, 7, 24, 26, 53, and 66 licenses. Prior to joining Equitable Advisors, LLC, David worked for The Equitable Life Assurance Society of the United States.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David C. Timms is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the financial services industry since 1994. He is registered in 17 states and holds the Series 7, Series 63, Series 66, and SIE licenses. David specializes in portfolio management for individuals and businesses. David's firm, Merrill Lynch, Pierce, Fenner & Smith Inc. manages over $1 trillion in assets and provides a wide range of investment services.

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

M Holdings Securities, Inc.

location

ATLANTA, GA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

David Alan Culley is a financial advisor with over 30 years of experience in the securities industry. David has been registered with M Holdings Securities, Inc. since 2001 and has been actively providing financial advice to clients in various states. David is licensed to offer a range of financial products and services, including portfolio management, financial planning, and educational seminars.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

KENNESAW, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

David Lee Taylor is a financial professional with over 25 years of experience in the financial services industry. David is currently registered with MML Investors Services, LLC and is a registered representative (Series 6 and Series 63), and holds the SIE exam. David has previously been registered with MSI Financial Services, INC and Metropolitan Life Insurance Company. David has experience working with a variety of clients including individuals, businesses, trusts and foundations, and retirement plans.

SPECIALIZATIONS

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

Atlanta, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

David Allen Easterling is a financial advisor with Morgan Stanley. David has been in the industry since 2019. David is licensed to sell securities in 49 states. David provides financial planning, portfolio management, and educational seminars. David’s experience includes work with Morgan Stanley Smith Barney LLC and Pritchard and Jerden. David is also a graduate of Auburn University.

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

Cambridge Investment Research Advisors, Inc.

location

Atlanta, GA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Garner is a financial professional with over 17 years of experience in the industry. David is currently a registered representative with Cambridge Investment Research Advisors, Inc. David has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. David also holds a Series 7 and Series 66 license as well as the Securities Industry Essentials (SIE) exam. David's previous experience includes roles with Dempsey Lord Smith, LLC, LPL Financial, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.

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
location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

David Hilsman is a financial advisor registered with Morgan Stanley. David has been in the industry since 2001 and holds multiple licenses and registrations. David has a diverse background in financial services with expertise in various financial products and services. David currently holds registrations in both Georgia and Texas.

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

LPL Financial LLC | CFC ® (Certifications)

location

ATLANTA, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

David Lee Crew is a financial professional with over 25 years of experience in the financial services industry. David is currently registered with LPL Financial LLC in Florida, Georgia, and Texas. David has held previous registrations with Securities America, Inc. and VeraVest Investments, Inc. David is a Chartered Financial Consultant and holds Series 6, 7, 63, and 65 licenses. David specializes in providing financial planning and investment advice to individuals, families, and businesses. David 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

Need help matching

with the right advisor?