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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Equitable Advisors, LLC

location

VALDOSTA, GA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

James Ancil Allred is a financial advisor with Equitable Advisors, LLC. James has been in the industry since December 1991. James works with individuals, corporations and charitable organizations. James is licensed in California, Florida, Georgia, South Carolina and Texas and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Moultrie, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

James Luel Poole is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Moultrie, GA. James has been in the industry for over a decade and has a strong background in investment advising. James is a registered representative with the state of Georgia and Florida. He has a Series 7 and Series 66 license. James has previously worked with Edward Jones and has experience in providing financial advice to individuals, businesses, and institutions. James is also a director of a non-profit organization. James has experience providing advice in areas including financial planning, pension consulting, and portfolio management.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

James Adams is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the industry since 2018. James has been registered with J.P. MORGAN SECURITIES LLC, E*TRADE SECURITIES LLC and Merrill Lynch, Pierce, Fenner & Smith Inc.

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

Raymond James Financial Services Advisors, Inc.

location

MARIETTA, GA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

James Kellogg is a financial advisor with over 35 years of experience in the industry. James has been registered with Raymond James Financial Services Advisors, Inc. since 2012. Prior to joining Raymond James, James worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. James holds Series 7, 24, 31, and 63 licenses. James specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. James is also a member of the finance committee of the Marietta Community Church.

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

Macon, GA

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James Monroe Butler is a financial advisor who has been in the industry since 1997. He is currently registered with Morgan Stanley in Macon, Georgia. Previously, James Monroe Butler was registered with CITIGROUP GLOBAL MARKETS INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. James Monroe Butler holds a variety of licenses and certifications, including Series 7, Series 10, Series 9, Series 63, and Series 65. James Monroe Butler specializes in a range of financial products and services, including investment planning, portfolio management, and asset allocation advice.

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

Cumming, GA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James Flanagan is a financial advisor in Cumming, Georgia, and has been in the industry since 1997. He is currently registered with Cambridge Investment Research Advisors, Inc. and previously worked with FSC Securities Corporation, Investcorp, Inc., and MONY Securities Corporation. James holds Series 6, 7, 63, and 65 licenses and the SIE exam. James works with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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

Raymond James Financial Services Advisors, Inc.

location

Atlanta, GA

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James Woodrow Hamilton is a financial advisor with over 40 years of experience in the industry. James is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in 18 states. James has expertise in various financial areas, including financial planning, portfolio management, and pension consulting. He has a strong track record of success in 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC

location

RICHMOND HILL, GA

experience

47 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

James Jackson Hill is a financial advisor with over 40 years of experience in the industry. James has held registrations in several states and has a broad range of experience in the financial services industry. James currently works for LPL Financial LLC. Previously, James worked for Woodbury Financial Services, Inc., Hornor, Townsend & Kent, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. James specializes in financial planning, portfolio management, and other advisory services. James is committed to providing his clients with personalized financial advice and guidance.

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

Raymond James Financial Services Advisors, Inc.

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

James Richardson is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. James is registered with FINRA and the state of Georgia, and is licensed in Georgia and Texas. James has been in the industry for a period of time. James is affiliated with Raymond James Financial Services Advisors, Inc., and is active in the financial services industry.

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

Morgan Stanley | CFP ® (Certifications)

location

St Simons Island, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

James Greer Brown is a financial advisor with over 20 years of experience in the industry. James is registered with Morgan Stanley and has been with the firm since 2017. Previously, James worked for Merrill Lynch and SunTrust Investment Services. James is a Certified Financial Planner and holds Series 66, Series 7 and SIE licenses. James provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. James is committed to providing personalized financial advice and 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

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