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

Raymond James & Associates, Inc.

location

COLUMBUS, GA

experience

21 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andrew Sullivan is a financial advisor with over 20 years of experience in the industry. Andrew has held positions at several firms including Morgan Stanley, Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Andrew is currently registered with Raymond James & Associates, Inc. in Georgia and Texas. Andrew has a wide range of experience and is able to provide financial planning, portfolio management, and other advisory services.

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

Alpharetta, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Andrew D. Jones is a financial advisor with Morgan Stanley and has been in the industry since 2024. Andrew is registered with the state of Georgia and Texas and holds Series 7TO, Series 66, and SIE licenses. Andrew's previous employment experience includes roles with Wells Fargo, Planet Fitness, and Eastern Kentucky University.

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

Pruco Securities, LLC

location

ATLANTA, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Andros Garcia is a registered representative with Pruco Securities, LLC and holds a Series 7TO, Series 66 and a SIE license. Andros has been in the financial industry since 2023 and is currently registered with the state of Georgia. Andros is affiliated with Pruco Securities, LLC's Atlanta, GA branch office.

SPECIALIZATIONS

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

LPL Financial LLC

location

MARIETTA, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Angel Galan is a financial advisor with LPL Financial LLC. Angel has over 18 years of experience in the financial services industry. Angel has a strong track record of success in helping clients achieve their financial goals. Angel holds a Series 66, Series 7, Series 31, and SIE license. Angel's current registration includes 12 states. Angel works with a wide range of clients, including individuals, families, businesses, and institutions. Angel provides a variety of financial services, including financial planning, investment management, and retirement planning. Angel is committed to providing personalized service and helping clients make informed financial decisions.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

TUCKER, GA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Angel Rivera is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Georgia and Texas. Angel has been in the financial services industry for over 6 years and specializes in providing investment advice to individuals, corporations, and businesses. Angel is registered with FINRA and is also a licensed investment advisor representative.

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
location

Alpharetta, GA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Angela Turner Goens is a registered representative with Morgan Stanley. Angela has been in the financial services industry since 2006 and has a diverse background in securities and commodities trading. She holds Series 3, 6, 7, and 63 licenses and is also a Registered Options Principal. Angela has previous experience with E*TRADE Securities LLC and World Group Securities, Inc.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Angela Lankford is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Angela has been in the financial industry since 1997 and holds both Series 63 and 66 licenses, and the Series 7 and SIE exams. Angela has a broad range of experience, including working with both individuals and businesses. She is able to provide a variety of financial services, including investment management, financial planning, and pension consulting. Angela is passionate about helping clients achieve their financial goals.

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

Geneos Wealth Management, Inc. | CFP ®,CFC ® (Certifications)

location

ATLANTA, GA

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angela Rehkop is a financial advisor who has been working in the industry since December 1993. Angela is currently registered with Geneos Wealth Management, Inc. and has been associated with the firm since July 2018. Prior to joining Geneos Wealth Management, Inc. Angela worked at LPL Financial LLC. Angela is licensed to provide investment advisory services in Georgia and Texas. Angela holds the following licenses and certifications: Series 6, Series 7, Series 62, Series 63, and Series 65. Angela also has the designations Certified Financial Planner and Chartered Financial Consultant.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

KENNESAW, GA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Angela Delion is a financial advisor with Ameriprise Financial Services, LLC. Angela has been in the financial industry since May 20, 1998. Angela is registered to provide investment advisory services in Florida and Georgia, and has been registered to provide investment advisory services in Georgia since March 19, 2003. Angela also holds Series 7 and Series 63 licenses, and is a Certified Financial Planner. Angela has experience in working with individuals, corporations and other businesses, charitable organizations, trusts/estates, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Angela C Simpson is a financial advisor who has been in the industry since 2001. Angela C Simpson is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in 50 states. Angela C Simpson has prior experience with BANC OF AMERICA INVESTMENT SERVICES, INC. and SUNTRUST SECURITIES, INC. Angela C Simpson holds the Series 63, Series 66, Series 7 and SIE licenses and is a registered representative in several states.

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

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