Invested Better
Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

MML Investors Services, LLC

location

Atlanta, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Bowley is a financial professional with over 20 years of experience in the financial services industry. Kenneth is currently registered with MML Investors Services, LLC and holds Series 6, 63, and 65 securities licenses. Kenneth also has experience with various other firms including Allstate Financial Services, LLC and OneAmerica Securities, Inc. Kenneth's expertise lies in providing financial planning, asset allocation programs, and portfolio management for individuals and businesses.

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
location

Atlanta, GA

experience

42 Years Experience

disclosure

11 Disclosures

ADVISOR BIO

Kenneth Brandenburg is a financial advisor with over 40 years of experience in the industry. Kenneth has been with Osaic Wealth, Inc. since August 2024, and prior to that, Kenneth worked at Triad Advisors LLC and Ameriprise Financial Services, Inc., where he provided financial advice to individuals and businesses. Kenneth holds a Series 63, 65, 7, and 8 license, and is a registered investment advisor in Florida, Georgia, and Mississippi. Kenneth is a specialist in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors | CFP ® (Certifications)

location

ATLANTA, GA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Geraghty is a financial advisor with Fidelity Personal And Workplace Advisors. Kenneth is registered in 19 states, including Georgia and Texas. Kenneth has been in the financial industry since 2010 and has experience working with USAA Financial Advisors, Inc., NYLIFE Securities LLC, and Fidelity Brokerage Services LLC. Kenneth holds Series 6, 7, 63, 66 and SIE licenses. Kenneth is a Certified Financial Planner.

SPECIALIZATIONS

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

LPL Financial LLC

location

ATLANTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth B. Butler is a financial advisor registered with LPL Financial LLC in Atlanta, GA. Kenneth has been in the industry since January 2015 and has held a Series 7, Series 63, and SIE license. Kenneth has been associated with LPL Financial LLC since May 2019. Kenneth's previous experience includes employment with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Atlanta, GA, from 2014 to 2019. Kenneth specializes in financial planning, portfolio management, and investment management. Kenneth serves individuals, families, and corporations.

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

NPV Advisory Services, LLC | CFP ® (Certifications)

location

CARTERSVILLE, GA

0 Disclosures

ADVISOR BIO

Kenneth Lane Mullinax is a financial advisor registered in Georgia with NPV Advisory Services, LLC. Kenneth has over 25 years of experience in the financial services industry. Kenneth has held positions with American Express Financial Advisors Inc., IDS Life Insurance Company, Pruco Securities Corporation, The Prudential Insurance Company of America, and Cardinal Securities Corporation. Kenneth holds FINRA Series 7, 24, and 63 licenses. Kenneth is a Certified Financial Planner™ professional. NPV Advisory Services, LLC is a registered investment advisor in Georgia. The firm's services include financial planning, pension consulting, educational seminars, selection of other advisors. NPV Advisory Services, LLC manages assets for individuals, pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Unclaimed

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Alan Whitley is a financial advisor at Raymond James & Associates, Inc. Kenneth has been in the industry since November 2004 and is registered with FINRA and the state of Georgia as a Registered Representative and Investment Advisor Representative. Kenneth holds the Series 7, Series 65, and Series 66 licenses.

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
location

Atlanta, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Zielmanski is a financial advisor who has been in the industry since 2011. Kenneth is currently registered with Morgan Stanley as an investment advisor. He is also registered as an investment advisor representative in Georgia and Texas. Prior to joining Morgan Stanley, Kenneth worked at TradeLink L.L.C., John Dawson & Associates, Inc., and Olde Discount Corporation. Kenneth has a wide range of experience in the financial industry, including securities, municipal securities, and investment advisory services. Kenneth is dedicated to providing clients with the highest level of personalized service and helping them reach 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

Cape Investment Advisory, Inc.

location

MCDONOUGH, GA

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Bailey is a financial advisor with over 17 years of experience in the industry. He currently works at Cape Investment Advisory, Inc., where he is registered as a Registered Investment Advisor in both New Jersey and New York. Kenneth Bailey also holds Series 7, Series 63 and Series 65 licenses and the SIE exam. Previously, Kenneth Bailey was employed by J.P. Turner & Company, L.L.C., ITRADEDIRECT.COM CORP and CHASE INVESTMENT SERVICES CORP. Kenneth Bailey has specialized knowledge in a variety of financial areas including portfolio management for individuals and financial planning. Kenneth Bailey can assist clients with investments such as pension consulting and selection of other advisors. Kenneth Bailey is dedicated to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

ALPHARETTA, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth James Thomas is a financial advisor who has been in the industry since September 1997. Kenneth is currently registered with Cambridge Investment Research Advisors, Inc. in Georgia and Texas. Kenneth has previously worked at Park Avenue Securities LLC in Atlanta, GA, and Guardian Investor Services Corporation in New York, NY. Kenneth has a variety of licenses and certifications, including Series 6, 7, 63, and 65, as well as the SIE Exam. Kenneth is also a Certified Financial Planner. Kenneth offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars.

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 & Associates, Inc.

location

ATLANTA, GA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Maddox is a financial advisor with Raymond James & Associates, Inc., where he has been registered since November 1, 2000. Kenneth has over 38 years of experience in the financial industry. Previously, he worked at Wachovia Securities, Inc. from January 8, 1987, to October 31, 2000, and FSC Securities Corporation from November 23, 1983, to December 15, 1986. Kenneth Maddox holds Series 3, 7, 24, and 63 licenses and has been registered in Alabama, California, Georgia, Kentucky, Louisiana, New York, North Carolina, South Carolina, and Texas.

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

Need help matching

with the right advisor?