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

Fidelity Personal AND Workplace Advisors

location

SUGAR HILL, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Luke Tindall is a financial advisor registered with Fidelity Personal and Workplace Advisors. Luke has been in the financial industry since 2019. He is registered with the state of Georgia as a Registered Investment Advisor (RIA). He holds the Series 66, 7TO and SIE licenses. Luke has specialized in advising individuals and businesses, financial planning, and portfolio management. He is currently licensed to advise in 55 states and jurisdictions.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

ATLANTA, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Luke Webber is a financial advisor at Osaic Wealth, Inc. in Atlanta, Georgia. Luke has been in the financial industry since 2005 and holds a Series 7, Series 66, and SIE license. Luke is registered in Alabama, Colorado, Florida, Georgia, Massachusetts, North Carolina, Oklahoma, South Carolina, Texas, Virginia, and Washington.

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 & Associates, Inc.

location

ATLANTA, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Luke Folkerts is a financial advisor at Raymond James & Associates, Inc. Luke has been in the financial services industry since August 2015. Luke has worked at Goldman Sachs & Co. LLC and Granite Associates LP. Luke is licensed to provide financial advice in the state of Georgia.

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

Morgan Stanley

location

Alpharetta, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Luke Owens is a financial advisor registered with Morgan Stanley. Luke is licensed to offer securities in 53 states and Puerto Rico. He has been in the industry for over 2 years and has passed the Series 7TO, SIE and Series 63 exams. Luke has a background in providing investment advice to individuals, businesses and investment companies. Luke can offer financial planning, pension consulting, 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

Synovus Securities, Inc.

location

NEWNAN, GA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Luther Rutledge is a registered representative with Synovus Securities, Inc. Luther has been in the securities industry since 2000 and holds the Series 7, Series 50 and Series 66 licenses. Luther has been with Synovus Securities, Inc. since 1999 and has experience in both investment banking and wealth management. Luther also has a strong background in financial planning and tax-related services. Luther is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

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

MML Investors Services, LLC

location

Peachtree Corners, GA

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Luvern Nickerson is a financial advisor with MML Investors Services, LLC, and has been in the industry since 1992. Luvern has offices in Peachtree Corners, GA and Albany, GA. Luvern is licensed in 12 states. Luvern is registered with both FINRA and the SEC, and is also a Registered Investment Advisor. Luvern has a variety of licenses and certifications, including the Series 6, Series 63, and Series 65. Luvern has experience working with a variety of clients, including individuals, families, businesses, and institutions.

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

Alpharetta, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Luz Botero Lopez is a financial advisor registered with Morgan Stanley. Luz is a registered representative with FINRA and licensed to provide investment advice in 53 states. Luz has been in the financial services industry since 2019 and has experience with a wide range of clients.

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
location

Alpharetta, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Lydia Aja Huddleston is a financial advisor at Morgan Stanley. Lydia has been working in the financial services industry since March 2019. Lydia holds Series 7TO, SIE, and Series 63 licenses and is registered in Georgia. Before joining Morgan Stanley, Lydia was employed at E*TRADE SECURITIES LLC. Lydia specializes in providing financial advice and asset allocation services to individuals, businesses, corporations, high-net-worth individuals, investment companies, charitable organizations, and insurance companies.

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

Cetera Investment Advisers LLC

location

DALTON, GA

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lyle Maurer is a financial advisor at Cetera Investment Advisers LLC in DALTON, GA. Lyle has been in the financial services industry since 2014. Lyle is registered with the state of Georgia and holds a Series 66, Series 7 and SIE licenses. Lyle's specializations include investment strategies for individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

LPL Financial LLC

location

KENNESAW, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Lynda Marie Smith is a registered representative with LPL Financial LLC. Lynda has been in the industry since September 15, 2006. She is registered in the states of Connecticut, Georgia, Louisiana, Massachusetts, North Carolina, South Carolina, Texas, and Virginia. Lynda holds the Series 66, Series 7, and SIE licenses. Lynda's firm, LPL Financial LLC, is a registered investment advisor with more than $50 billion in assets under management. LPL Financial LLC provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.

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

Need help matching

with the right advisor?