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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Avantax Advisory Services | PFS ® (Certifications)

location

Norcross, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Grace M Lopez-williams is a financial advisor with over 20 years of experience in the financial services industry. Grace is a CERTIFIED PUBLIC ACCOUNTANT and holds a Series 6 and Series 63 license. Grace M Lopez-williams is registered with Avantax Advisory Services and has offices in Norcross, GA and Dallas, TX. Grace specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Cetera Investment Advisers LLC

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Grace Amelia Hayden is a financial advisor with Cetera Investment Advisers LLC. Grace has been in the financial services industry since 2016 and holds Series 6, 7, 63, and 65 licenses. Grace also has experience working at Invesco Distributors, Inc. and Jackson National Life Distributors LLC. Grace is registered in 38 states and provides financial planning, portfolio management, and educational seminars for individuals, businesses, 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
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Atlanta, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Grace Carvalho Harris is a financial advisor who has been in the industry since 2004. Grace is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Georgia and Texas. Previously, Grace was registered with J.P. Morgan Securities LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CHASE INVESTMENT SERVICES CORP. Grace holds Series 6, 7, 9, 10, 63 and 66 licenses. Grace is a licensed investment advisor in Georgia and Texas. Grace specializes in providing investment advice to individuals, businesses, and institutional clients. Grace Carvalho Harris provides a range of financial services, including portfolio management, financial planning, and investment research.

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

Ameriprise Financial Services, LLC

location

SUWANEE, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Grace Sherilyn Aufleger is a registered representative with Ameriprise Financial Services, LLC. Grace is a financial advisor with over 5 years of experience in the industry, specializing in helping individuals, families, and businesses achieve their financial goals. Grace is passionate about building long-term relationships with clients and providing them with personalized advice and guidance. Grace holds the Series 7TO, SIE, and Series 66 licenses. Grace is also registered with the states of Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Grace is committed to providing her clients with the highest level of service and expertise.

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

Raymond James & Associates, Inc.

location

ALBANY, GA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Grady Calvin Benford has been in the financial services industry since May 1989. Currently, Grady is a Registered Representative at Raymond James & Associates, Inc. Grady is a licensed Investment Advisor Representative in Georgia and Texas. Grady has previously worked at several other firms including Morgan Keegan & Company, Inc., Sterne Agee Financial Services, Inc., Wachovia Securities, LLC and Wachovia Securities, Inc.. Grady has a variety of licenses and registrations, including Series 7, 8, 9, 10, 63, and 65. Grady offers a variety of services to clients, including 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

RBC Capital Markets, LLC

location

Augusta, GA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Grady O. Jackson is a financial advisor currently associated with RBC Capital Markets, LLC. Grady has been in the financial services industry since November 11, 1997. Grady's office is located in Augusta, GA. Grady offers financial planning services to individuals, businesses and institutions. Grady is also a registered representative of RBC Capital Markets, LLC.

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

Nicholas Wealth Management

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Graham Reynolds is an Investment Advisor Representative at Nicholas Wealth Management in Marietta, Georgia. Graham has been working in the financial services industry since 2018. Graham is licensed in Georgia as an Investment Advisor Representative. Graham is also licensed as an insurance agent. Graham is committed to providing personalized financial advice to individuals and families. Graham specializes in portfolio management, financial planning, educational seminars, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
RADIO/PODCASTS
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

WOODSTOCK, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Graham Baggarley Bailey is an Investment Advisor Representative associated with LPL Financial LLC. Graham has been in the industry since January 2018 and has a Series 66 license. They are currently registered with the state of Georgia, and have held previous positions with EDWARD JONES.

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

Alpharetta, GA

0 Disclosures

ADVISOR BIO

Grant Chenette is a financial advisor with Morgan Stanley, located in Alpharetta, GA. Grant has been in the industry since August 25, 2024 and has held positions at Morgan Stanley. Grant's current registrations include Series 63, Series 7TO and SIE. Grant specializes in a variety of areas.

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

Park Avenue Securities LLC

location

ROSWELL, GA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Grant E Segal is a financial advisor with Park Avenue Securities LLC. Grant has been in the financial services industry since 1995 and has experience in investment advisory, broker-dealer, and insurance services. Grant's areas of expertise include financial planning, portfolio management for individuals, selection of other advisors, and educational seminars. Grant is registered with the Securities and Exchange Commission and is also registered with the state securities regulators in Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington.

SPECIALIZATIONS

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

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