ADVISOR BIO

Joe Tracy is an investment advisor representative currently affiliated with The Fiduciary Alliance, a firm headquartered in Greenville, South Carolina. Joe has been active in the financial industry for several years, with previous experience at Citigroup Global Markets Inc., SunTrust Capital Markets, Inc., and The Robinson-Humphrey Company, LLC. In addition to his registration in Georgia, Joe is also registered as an investment advisor in North Carolina. Joe's expertise spans a range of areas including financial planning, portfolio management for individuals and businesses, and educational seminars. Joe's current firm specializes in working with high-net-worth individuals, corporations, and other businesses, and offers a variety of fee-based services.

SPECIALIZATIONS

ADVISOR BIO

Joe Gregg Buckalew is a registered investment advisor with Fiduciaryvest, LLC. Joe has been in the industry since 1988, and has been with the firm since 2005. Joe has his Series 7, 2, 63 and 65 licenses. Joe has a Bachelor of Science degree in Finance from the University of Georgia. Joe is a Chartered Financial Analyst (CFA). Joe specializes in providing investment advice to high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Joe also provides investment management services to pooled investment vehicles. Joe's experience and expertise make him a valuable resource for clients seeking investment advice.

SPECIALIZATIONS

ADVISOR BIO

Joe Donald Friend is an Investment Advisor Representative with Voya Financial Advisors, Inc. Joe has been in the industry since August 4, 2011 and is registered with the state of Georgia and Texas. Joe has Series 6, 7, 63 and 66 securities registrations as well as SIE exam. Joe has specialized in financial planning, portfolio management for businesses and individuals. Joe is located in Cumming, Georgia and has two branch offices, one in Cumming and one in Nashville. Joe also provides educational seminars.

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ADVISOR BIO

Joel Todd Barker is a financial advisor with over 15 years of experience in the industry. Barker is currently registered with Osaic Wealth, Inc. and has held previous positions with WELLS FARGO ADVISORS, LLC. Joel Todd Barker is licensed to provide investment advice in Alabama, Florida, Georgia, Mississippi, South Carolina, Texas, and Virginia. Joel Todd Barker is also licensed to sell insurance in Georgia.

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ADVISOR BIO

Joel Terrell Swaim is a financial advisor with LPL Financial LLC. Joel has been in the financial services industry since 1998 and is registered with FINRA and the state of Georgia. He is also a registered investment advisor with the state of Georgia. Joel is committed to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joel Weiner is a financial advisor with over 30 years of experience in the industry. Joel is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Savannah, GA. Joel has a strong background in financial planning, portfolio management and investment advisory services. Previously, Joel has held positions at NATIONAL PLANNING CORPORATION, MAIN STREET MANAGEMENT COMPANY, THE PLANNER'S SECURITIES GROUP, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS FINANCIAL SERVICES INC.

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ADVISOR BIO

Joel Samuel Coolik is an investment advisor representative with UBS Financial Services Inc. Joel has been in the financial services industry since 1972 and is registered in several states. Joel has previously worked at BEAR, STEARNS & CO. INC., BACHE HALSEY STUART SHIELDS INCORPORATED, SHIELDS MODEL ROLAND INCORPORATED, and E. F. HUTTON & COMPANY INC.

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ADVISOR BIO

Joel Thomas Rabanal is an investment advisor representative at Persium Advisors, LLC. Joel is registered with the state of Georgia. Joel has a Series 65 license and has been in the industry since November 2013. Joel's areas of specialization include Pension consulting, Portfolio management for individuals, Financial planning, and Educational seminars. Joel has been with Persium Advisors, LLC since January 2021.

SPECIALIZATIONS

ADVISOR BIO

Joel Rotkow is an investment advisor representative registered with Equitable Advisors, LLC. Joel has been in the financial services industry since March 29, 1999 and has experience in providing financial planning, pension consulting, educational seminars and portfolio management for businesses and individuals. Joel is registered with the state of Georgia and other states. Joel is currently located in Savannah, GA.

SPECIALIZATIONS

ADVISOR BIO

Joel Aaron Shirey is an investment advisor representative with Cambridge Investment Research Advisors, Inc., with over 14 years of experience in the financial services industry. Joel Aaron Shirey is registered to provide investment advice in 17 states and is a Series 66, Series 7, and SIE exam holder. Joel Aaron Shirey's advisory services include financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and individuals. Joel Aaron Shirey's client types include high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, state or municipal government entities, and charitable organizations.

SPECIALIZATIONS