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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

WATKINSVILLE, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Doyle Kipling Dominy is a financial advisor with over 20 years of experience in the industry. Doyle is a registered representative of Raymond James Financial Services Advisors, Inc. and has previously worked at Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Doyle holds the Series 7, 31, and 66 licenses as well as the SIE exam. Doyle's firm, Raymond James Financial Services Advisors, Inc., provides a variety of financial planning and investment management services for individuals, businesses, and institutions.

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

20 Years Experience

0 Disclosures

ADVISOR BIO

Duane Carthy is a financial advisor with Morgan Stanley. Duane has been in the industry since 2005 and has a proven track record of success. Duane holds a Series 7, Series 24, Series 63, and Series 66 licenses, and has experience in providing investment advice to individuals, businesses, and institutions. Duane's primary focus is on portfolio management, financial planning, and asset allocation advice. Duane is committed to providing clients with personalized service and guidance to help 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

LPL Financial LLC

location

EATONTON, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Duane Easter is a financial advisor registered in 15 states. Duane has been in the financial services industry since 2007. Duane currently works for LPL Financial LLC and has previous experience at Kestra Investment Services, LLC and Concourse Financial Group Securities, Inc. Duane has passed the Series 6, Series 63, Series 65 and SIE exams. Duane works with a variety of clients including high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and others.

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

Macon, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Duncan Walker is a registered representative with Morgan Stanley. Duncan has been in the financial services industry since April 4, 2013. Duncan is registered with the state of Georgia and has a Series 7, Series 66, and SIE license. Morgan Stanley is a full-service brokerage firm that offers a variety of financial services, including investment banking, wealth management, and asset management. The firm has offices in over 700 locations worldwide and manages more than $1 trillion in client assets.

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

23 Years Experience

0 Disclosures

ADVISOR BIO

Dunning Brewster Silliman is a financial advisor registered with Morgan Stanley. Dunning has been in the financial industry since 2001 and has experience working for several firms including Dillon, Read & Co. Inc., CitiCorp Securities, Inc., and Morgan Stanley DW Inc. He is registered in 27 states and has passed the Series 7, Series 31, Series 63, and Series 66 exams. Dunning specializes in working with a variety of clients including high-net-worth individuals, corporations, insurance 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Durene Michele Helbling is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Durene has been in the securities industry for over 6 years. Durene is registered with the state of Georgia and has over 50 state registrations in the Broker-Dealer category and 3 in the Investment Advisor category. Durene is also registered with FINRA in the state of Florida. Durene holds Series 66, Series 7 and SIE licenses. Durene has experience working with individuals, high-net-worth individuals, corporations, businesses, insurance companies, charitable organizations, and pension plans. Durene is able to provide clients with portfolio management, investment advice, and financial planning 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
location

Atlanta, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Durham Asbury Hamilton is an investment advisor representative at Morgan Stanley. Durham has been in the securities industry since 1999 and has held registrations with several firms including CITIGROUP GLOBAL MARKETS INC. and WACHOVIA SECURITIES, LLC. Durham is currently registered as an investment advisor representative in Georgia and Texas. Durham is also a General Partner with WHITLOCK HAMILTON, LLC, a real estate company.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ALPHARETTA, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Dustie Kirley is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Dustie has been in the securities industry since April 1998 and has experience in both investment advisory and brokerage services. Dustie holds Series 63, 66 and 7 licenses as well as the SIE. Currently, Dustie is registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

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
location

HARTWELL, GA

0 Disclosures

ADVISOR BIO

Dustin Casebolt is a financial advisor with over 10 years of experience in the financial services industry. Dustin has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Dustin currently works with Bison Advisors. Dustin holds the Series 7, Series 63, and Series 65 securities licenses. Dustin has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

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

Alpharetta, GA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Dustin Benning is a financial advisor with Morgan Stanley in Alpharetta, GA. Dustin has been in the financial industry since 2014 and has a broad range of experience in advising clients on their financial needs. Dustin has passed several industry exams including Series 7, 63, 24, 3, 9, 10, and 30. He is registered with FINRA and 53 state regulators. Before joining Morgan Stanley, Dustin was a financial advisor at E*TRADE SECURITIES LLC and J.P. TURNER & COMPANY, L.L.C.

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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