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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Atlanta, GA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kimberly Evans is a financial advisor with over 25 years of experience in the industry. Currently, Kimberly is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc. Kimberly works with individuals, families, and businesses to develop personalized financial plans. Kimberly has earned the Certified Financial Planner designation and holds several licenses, including Series 7, 63, 65, 9, and 10. Kimberly is also a registered representative in several states, including Georgia, Texas, Florida, North Carolina, South Carolina, Michigan, Alabama, Nebraska, and South Dakota. Kimberly's previous experience includes roles at Wells Fargo Clearing Services, LLC, Wachovia Securities, Inc., and Wachovia Brokerage Service. Kimberly's focus is on 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Gardner is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Kimberly has been in the industry since August 2011 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2011. Kimberly has earned the Series 7, Series 66 and SIE licenses and has been registered in 53 states and 2 jurisdictions. Kimberly provides a range of advisory services including portfolio management for businesses, individuals, and pooled investment vehicles.

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

KCG Investment Advisory Services LLC | CFP ®,CFC ® (Certifications)

location

Savannah, GA

0 Disclosures

ADVISOR BIO

Kimberly Caris Good is a financial advisor with KCG Investment Advisory Services LLC. Kimberly has been a financial advisor since 1988, and holds multiple professional designations, including Certified Financial Planner and Chartered Financial Consultant. Kimberly has extensive experience in providing financial planning services to individuals and families, and has been with KCG Investment Advisory Services LLC since 2011. Kimberly also offers educational seminars and publication of periodicals.

SPECIALIZATIONS

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

IFG Advisory, LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

34 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Kimberly Deprospero is a financial professional with over 30 years of experience in the industry. Kimberly is a CERTIFIED FINANCIAL PLANNER™ professional and has been a registered representative of LPL Financial, LLC, since August 2011. Kimberly joined IFG Advisory, LLC as an investment advisor representative in August 2017. Kimberly provides financial planning and portfolio management services to individuals, families, businesses, and retirement plans. Kimberly is also a registered investment advisor representative with Financial Strategies Group, Inc. Kimberly is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

KL Financial LLC | CFP ® (Certifications)

location

Palmetto, GA

0 Disclosures

ADVISOR BIO

Kimberly Lowery is a registered Investment Advisor Representative in Georgia. Kimberly works at Kl Financial Llc. Kimberly is a Certified Financial Planner and offers financial planning and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Unclaimed

Equitable Advisors, LLC

location

MARIETTA, GA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Wyatt is a registered representative of Equitable Advisors, LLC. Kimberly has been in the financial services industry for over 30 years and is licensed to provide investment advice in 14 states. Kimberly has a strong background in financial planning and portfolio management. Kimberly specializes in working with high-net-worth individuals, families, and businesses. Kimberly is dedicated to providing her clients with personalized financial advice and guidance to help them 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
Unclaimed

Empower Advisory Group, LLC

location

Augusta, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Quick is a financial advisor who has been active in the industry since December 2021. Kimberly is currently registered with Empower Advisory Group, LLC. Kimberly is also registered as an Investment Advisor Representative (IAR) in the state of Georgia. Kimberly has been a financial advisor for over one year, working with clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kimberly provides portfolio management, financial planning, and educational seminars to her clients. Kimberly is dedicated to providing her clients with the highest level of service and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Merit Financial Advisors

location

ALPHARETTA, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Kovacs is a financial advisor in ALPHARETTA, GA. Kimberly has been in the financial industry since 2002. Kimberly is currently registered with Merit Financial Advisors. Kimberly previously worked with LPL FINANCIAL LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., CETERA INVESTMENT SERVICES LLC, OPPENHEIMERFUNDS DISTRIBUTOR, INC., TRANSAMERICA CAPITAL, INC., METLIFE INVESTORS DISTRIBUTION COMPANY, GENERAL AMERICAN DISTRIBUTORS, INC., TRANSAMERICA CAPITAL, INC. and JANUS DISTRIBUTORS, INC..

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Lynn Templin is a financial advisor with UBS Financial Services Inc. Kimberly has been in the financial industry since 1986 and has been registered with UBS since 2009. Kimberly holds Series 63, Series 66 and Series 7 licenses and has experience working with a wide range of clients, including high net worth individuals, corporations, and charitable organizations. Kimberly's previous experience includes working with Deutsche Bank Securities Inc. and Prudential Securities Incorporated. Kimberly is also a registered investment advisor in Georgia.

SPECIALIZATIONS

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

Independent Advisor Alliance, LLC

location

Carrollton, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Dawn Moore is a registered investment advisor representative with Independent Advisor Alliance, LLC. Kimberly has been in the financial services industry since 2016. Kimberly has a Series 66 and Series 7TO license. Kimberly has been registered with the state of Georgia since 2020. Independent Advisor Alliance, LLC is a registered investment advisor firm with over $10 billion in assets under management. The firm provides a variety of services to individuals, businesses, and institutions, including financial planning, investment management, and retirement planning.

SPECIALIZATIONS

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

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