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

Compass Wealth Management, LLC | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Lance Alec Miller is a registered Investment Advisor Representative with Compass Wealth Management, LLC. Lance has been in the financial services industry since July 2016. Lance specializes in providing financial planning services and portfolio management to individuals and families. Lance is also a Certified Financial Planner.

SPECIALIZATIONS

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

Synovus Securities, Inc.

location

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Landon Terry is a registered representative with Synovus Securities, Inc. Landon has been in the financial services industry since 2022. Landon has Series 63, Series 79TO, and SIE licenses. Synovus Securities, Inc. is a full-service brokerage firm that provides financial services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Landon Eidson Rogers is a Certified Financial Planner® and an Investment Advisor Representative with The Colony Group, LLC. Landon is registered with the state of Georgia and has been in the industry since 2015. Landon's specializations include retirement planning, college planning, estate planning, insurance, and investment management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Janney Montgomery Scott LLC

location

ATLANTA, GA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Landon Weeks is a registered investment advisor with Janney Montgomery Scott LLC. Landon has been working in the financial industry since 2010 and has experience working with various firms, including Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. Landon specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Landon is registered in a number of states, including Georgia, Texas, and Alabama.

SPECIALIZATIONS

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

ST SIMONS ISLAND, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Landon Brandt-siemion is a financial advisor with LPL Financial LLC based in St. Simons Island, Georgia. Landon is registered to provide investment advice in Georgia. Landon holds the Series 7TO, Series 66 and SIE licenses, as well as a Georgia Investment Advisor Representative license. Landon has been in the financial services industry since 2016 and has experience with investments for individuals, businesses and charitable organizations. Landon also owns Magnolia Cargo LLC, a non-investment related business.

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

HARTWELL, GA

0 Disclosures

ADVISOR BIO

Lane Manning Turner is a registered investment advisor representative. Lane has been in the industry since 2016. Lane is currently employed at Bison Advisors in Atlanta, GA. Lane holds a Series 65 license.

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

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Langley Respess is a registered representative of UBS Financial Services Inc. Langley has been in the securities industry since September 15, 1991. Langley King Respess is registered with FINRA as a General Securities Representative and has passed the Series 7, Series 63 and Series 65 exams. Langley is currently registered in 42 states, including Georgia and Texas. Langley is also a member of the Atlanta Classical Academy's capital campaign committee.

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
location

Atlanta, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Lara O'Leary is a financial advisor registered with Morgan Stanley. Lara is licensed in 22 states and has been in the industry since 1996. She has a broad range of experience in the financial services industry, including experience with various financial products, services and investment strategies.

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

Sageview Advisory Group, LLC

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Larkin Walsh is an investment advisor representative at Sageview Advisory Group, LLC. Larkin has been in the industry for over 26 years. Larkin is registered with the state of Georgia. Larkin has passed the Series 63, Series 65 and Series 7 exams. Larkin's past experience includes working at INVESCO SERVICES, INC. and INVESCO 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

SPC | CFP ® (Certifications)

location

Conyers, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Larry Ailes is a financial advisor who has been working in the industry since May 2002. Larry is currently registered with SPC, a firm based in Ann Arbor, MI. Before joining SPC, Larry worked for several other firms, including GWN Securities Inc., Medallion Investment Services, Inc., Legend Equities Corporation, Great American Advisors, Inc., Consumer Concepts Investments, Inc., and PFS Investments Inc. Larry holds several licenses and certifications, including Series 6, 7, 63, and SIE. Larry is also a Certified Financial Planner. Larry works with a variety of clients, including high net worth individuals, corporations, and pension and profit-sharing plans. Larry provides financial planning, portfolio management, and educational seminars to his clients.

SPECIALIZATIONS

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

Need help matching

with the right advisor?