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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Avantax Advisory Services

location

ATLANTA, GA

experience

13 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael William Meschke is a financial advisor at Avantax Advisory Services. Michael has been in the industry since 2011. He is licensed in Alabama, California, Georgia, Hawaii, Nevada, North Carolina, Tennessee and Washington. Michael provides financial planning and advising services, including retirement planning. Michael is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Robert W. Baird & Co. Inc.

location

Atlanta North Point, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Michael Stevens is an investment advisor representative registered with Robert W. Baird & Co. Inc. Michael has been in the industry since October 11, 2015. Michael is registered in Georgia, Florida, and a number of other states. Michael has passed the Series 66, Series 7 and SIE exams. Michael is licensed in Georgia, Florida and a number of other states.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stonex Advisors Inc.

location

Suwanee, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael McFarland is a financial advisor registered with Stonex Advisors Inc. in Georgia. Michael has been a financial advisor since 2001 and has experience working with individuals, businesses, and charitable organizations. Michael holds Series 6, 7, 31, 63, and 65 licenses, as well as the SIE exam. Michael is also the co-owner of Grandview Strategic Partners, Grandview Planning Group, and Grandview Rick Management.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAVANNAH, GA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Michael McCullough is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been working in the securities industry since December 18, 1990, and has held previous positions at Wells Fargo Advisors, LLC, Wachovia Securities, Inc., and J.C. Bradford & Co. Michael is licensed to provide investment advice in over 30 states and offers a variety of services, including portfolio management for businesses and individuals.

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

Next Financial Group, Inc.

location

GAINESVILLE, GA

experience

24 Years Experience

disclosure

9 Disclosures

ADVISOR BIO

Michael Becher is a registered investment advisor with Next Financial Group, Inc. Michael has been in the industry since 2001. Michael specializes in providing financial planning, pension consulting and portfolio management services to businesses and individuals. Michael is licensed in California, Florida, Georgia, Iowa, New York, Oregon, South Carolina, Virginia and Washington. Michael is also registered as a registered representative with Next Financial Group, Inc.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Stogner is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2001. Michael is currently registered to provide investment advisory services in Georgia and Texas. Michael has held previous roles at BANC OF AMERICA INVESTMENT SERVICES, INC. and BANK OF AMERICA, N.A.. Michael holds Series 7, 10, 24, 63 and 66 licenses and specializes in portfolio management for individuals and businesses. Michael's client base includes individuals, businesses, investment companies, insurance companies, charitable organizations, and pension and profit sharing plans. Michael is also a Director at the Atlanta Community Food Bank.

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

Assuredpartners Investment Advisors

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Michael David Smith is a registered investment advisor representative. Michael is associated with AssuredPartners Investment Advisers, LLC and has been in the industry since September 2011. Michael David Smith has a Series 65 license. Michael David Smith has experience in providing financial planning services. Michael David Smith is registered to offer investment advisory services in Georgia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
REFERRALS TO UNAFFILIATED INVESTMENT ADVISERS, COLLEGE PLANNING
Unclaimed

Merit Financial Advisors | CFP ® (Certifications)

location

ALPHARETTA, GA

0 Disclosures

ADVISOR BIO

Michael Roney is an investment advisor representative for Merit Financial Advisors, with over 16 years of experience in the financial industry. Michael has a Series 65 license and is a Certified Financial Planner. Michael is registered in California. Michael's experience is in financial planning, portfolio management, and pension consulting. Michael has a strong track record of providing clients with personalized financial advice and solutions. Michael has a strong commitment to serving his clients' needs and is committed to helping 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
location

Alpharetta, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Dale Burnham is a financial professional with over 16 years of experience in the financial services industry. Michael is a registered representative of Morgan Stanley and holds a Series 63, Series 7, Series 10, Series 9, Series 4, Series 24, Series 52TO, and Series 3 licenses. Michael has extensive experience in the financial services industry, providing a wide range of financial products and services to individuals, families, and businesses.

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

Towers Watson Investment Services, Inc. | CFA ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Michael Joseph Thomas is an investment advisor representative with Towers Watson Investment Services, Inc. Michael is registered with the state of Texas. Michael is a Chartered Financial Analyst. Michael has been in the industry since January 2000 and is located in Atlanta, Georgia. Towers Watson Investment Services, Inc. is a fee-based investment advisory firm that offers advisory services such as pension consulting, educational seminars, and market timing services. The firm manages assets for individuals, corporations and pooled investment vehicles.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
SEE SCHEDULE D, MISCELLANEOUS, FOR A DESCRIPTION OF OTHER ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Market Timing Services
Publication of Financial Periodicals

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