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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Derek Philip Mathison is a financial advisor currently registered with LPL Financial LLC. Derek has been in the financial industry since October 3, 2011. Derek has a strong background in providing financial planning services and portfolio management for individuals and businesses. Derek also provides educational seminars to clients.

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

Legacy Planning Advisors, LLC | CFP ® (Certifications)

location

SUWANEE, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Derek Bell is a financial advisor at Legacy Planning Advisors, LLC, located in Suwanee, GA. Derek has been a Registered Representative since 2021 and is licensed to provide investment advice in Georgia. Derek is a Certified Financial Planner and provides financial planning services to individuals and families. Derek is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

Hinesville, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Derek Sills is a financial advisor at Osaic Wealth, Inc., located in Hinesville, Georgia. Derek has been in the financial industry since 1998 and has experience in a variety of areas including investments, insurance, and financial services. Derek holds both Series 6 and Series 66 licenses, and is registered in several states including Georgia, Florida, Alabama, Iowa, New Jersey, North Carolina, South Carolina, and Washington. Derek is a highly experienced financial advisor and is committed to providing his clients with personalized financial advice.

SPECIALIZATIONS

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

IFG Advisory, LLC

location

ATLANTA, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Derek Keeney is a registered investment advisor representative with IFG Advisory, LLC and a financial advisor with LPL Financial. Derek has been in the financial services industry since June 2018. Derek is registered in 11 states, including Alabama, Arizona, Florida, Georgia, Kentucky, North Carolina, South Carolina, Tennessee, Texas, Virginia, and is licensed to provide investment advice and securities. Derek holds a Series 66, Series 7TO and SIE licenses.

SPECIALIZATIONS

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

Alpharetta, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Derek Evasco is a financial advisor with Morgan Stanley. Derek has been in the financial industry for over 5 years and is licensed to sell securities in 53 states. Derek holds a Series 7, 9, 10, and 63 license. Derek specializes in providing financial advice to individuals, corporations, and businesses. Derek's previous employers include E*TRADE SECURITIES LLC and 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
location

Alpharetta, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Derek Giddings is a financial advisor in Alpharetta, Georgia and has been in the industry since July 1995. Derek has a strong history with Morgan Stanley, having worked at the firm in various roles since April 2007. Derek has a Series 7, 63, 31 and SIE licenses. Derek specializes in working with individuals, high net worth individuals, corporations, charitable organizations, pension plans, insurance companies, and investment clubs. Derek provides financial planning services, investment advisory services, portfolio management, and pension consulting. Derek is also registered to provide investment advisory services in 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 | CFP ® (Certifications)

location

SUWANEE, GA

experience

17 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Derek Maurice Lawson is a financial advisor with over 15 years of experience in the financial services industry. Derek has held positions with several well-known firms including J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, and Edward Jones. Derek is currently registered with LPL Financial LLC and MPWM Advisory Solutions LLC, both of which are based in Suwanee, GA.

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

Columbus, GA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Derek Paul Scrivner has been in the financial services industry since September 14, 1993. Derek is currently registered with Morgan Stanley and is licensed in Georgia and Texas. Derek has previously been registered with CITIGROUP GLOBAL MARKETS INC. and THE ROBINSON-HUMPHREY COMPANY, LLC. Derek holds FINRA Series 7, 9, 10, 31 and 63, and SIE registrations and is also a qualified Investment Advisor Representative. Derek provides financial planning, portfolio management and other advisory services to a variety of clients including high-net-worth individuals, corporations, 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

Alpharetta, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Derek C. Murphy is a financial advisor at Morgan Stanley, with a focus on providing comprehensive financial planning and investment management services. Derek has been in the financial services industry since 2021 and is registered to provide investment advice in Georgia and Texas. Prior to joining Morgan Stanley, Derek worked at E*TRADE SECURITIES LLC in Alpharetta, GA. Derek 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Benjamin F. Edwards & Company, Inc.

location

ROME, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Derek Afton Taylor is a financial advisor registered with Benjamin F. Edwards & Company, Inc. Derek is a registered representative with 32 states and 2 states as an investment advisor representative. Derek's financial advisor career began on 2021-07-20. Derek is currently associated with Benjamin F. Edwards & Company, Inc. in Rome, GA and St. Louis, MO.

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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