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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

MML Investors Services, LLC

location

ATLANTA, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Garner Lyon is an investment advisor representative with MML Investors Services, LLC. Garner Lyon has been in the financial services industry since June 2016. Garner Lyon is registered to provide investment advice in Alabama, Arkansas, California, Georgia, Utah, and Wyoming.

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

Independent Financial Partners

location

Woodstock, GA

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Garrett L. Holcombe is a financial advisor at Independent Financial Partners. Garrett has been in the financial industry since 2010. Garrett has a Series 7 and Series 63 license. Garrett also holds a Series 65 license. Garrett is registered to provide investment advice in Arizona, Arkansas, California, Florida, Georgia, Iowa, and Oregon. Garrett also provides investment advice to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

Ameriprise Financial Services, LLC

location

Marietta, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Hurst is an investment advisor representative affiliated with Ameriprise Financial Services, LLC. Garrett is licensed to provide financial advice in Georgia, Texas and other states. Garrett's office is located at 367 Atlanta St SE, Marietta, GA 30060. Garrett has been in the financial industry since April 2015.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

LAGRANGE, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Miles Klinger is a financial advisor with Fidelity Personal And Workplace Advisors and is currently registered in the state of Georgia as a Registered Representative. Garrett has a current registration with FINRA and has been active in the financial industry since December 11, 2023. Garrett is a Series 66, Series 7TO and SIE exam holder. Garrett holds registrations in several states and is a licensed financial advisor in Alabama, Florida, Georgia, North Carolina, South Carolina and Tennessee. Garrett Klinger has experience with a variety of financial planning needs and holds specializations in several areas, including retirement planning, college savings, insurance, and estate planning.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

ATLANTA, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Palmer Smith is a Registered Representative and Investment Adviser Representative with Park Avenue Securities LLC. Garrett is a highly experienced professional who has been active in the financial services industry since 1994. Garrett's expertise includes financial planning, portfolio management, and investment advisory services. Garrett is committed to providing clients with personalized advice and guidance to help them achieve their financial goals. Garrett has passed the Series 66, Series 24, Series 53, Series 7, and SIE exams.

SPECIALIZATIONS

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

Osaic Advisory Services, LLC

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Garrett Rohrbaugh is a Registered Investment Advisor Representative affiliated with Osaic Advisory Services, LLC. Garrett is a highly experienced financial advisor with a focus on providing personalized financial planning and investment management services. Garrett is committed to helping clients achieve their financial goals through a comprehensive and tailored approach.

SPECIALIZATIONS

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

Alpharetta, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Garvin Valenzuela Mata is a financial advisor with Morgan Stanley in Alpharetta, Georgia. Garvin has been in the financial services industry since March 2022. Garvin holds the Series 7TO, SIE and Series 63 licenses. Prior to joining Morgan Stanley, Garvin was with E*TRADE SECURITIES LLC.

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

Brighter Investing, PB LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Gary Whitehurst is a financial advisor with Brighter Investing, PB LLC. He has been working in the financial industry since 1997. Gary has a Series 63, 7 and 24 licenses. He has expertise in securities, financial planning, selection of other advisors and portfolio management for individuals. Gary is also the owner of Brighter GP, LLC and managing member of Brighter Private Credit GP, LLC.

SPECIALIZATIONS

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

Elevate Wealth Advisory, Inc.

location

ATHENS, GA

0 Disclosures

ADVISOR BIO

Gary Stoller is an investment advisor representative at Elevate Wealth Advisory, Inc. Gary is licensed in Georgia and holds the Series 65 license. He is currently registered with the state of Georgia. Gary has a strong background in financial services, having previously worked at ETS Financial and Southern Hills Financial. Gary specializes in financial planning, portfolio management for individuals, pension consulting and provides educational seminars. Gary is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

THE Ayco Company, LP

location

Atlanta, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Gary J Teague is a financial advisor with over 1 year of experience in the industry. Gary is registered with The Ayco Company, LP and has a Series 7TO, Series 66 and SIE licenses. Gary was previously registered with MERCER ALLIED COMPANY, L.P.. Gary offers a variety of financial planning services, including portfolio management, financial planning and education seminars.

SPECIALIZATIONS

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

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