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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Janney Montgomery Scott LLC

location

ATLANTA, GA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Patricia Mary Fleury is a financial advisor at Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Patricia has been in the financial industry since December 1989 and is registered with the Financial Industry Regulatory Authority (FINRA). Patricia is also registered as a broker-dealer in 35 states.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Thomas Campbell is an investment advisor representative at Fidelity Personal AND Workplace Advisors. Patrick has been in the securities industry since 2015 and is licensed in 49 states and both Georgia and Texas for investment advisor services. Patrick holds the Series 7, Series 63, and Series 66 securities licenses. Prior to joining Fidelity Personal AND Workplace Advisors, Patrick was an advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and before that, E*TRADE Securities LLC. Patrick specializes in providing financial planning, portfolio management for businesses and individuals, and selecting other advisors for clients.

SPECIALIZATIONS

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

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Patrick Thomas Harris is an investment advisor representative at Ira Group, Inc. He is registered in Georgia and has been in the industry since 2014. Patrick has a Series 65 license and specializes in financial planning, pension consulting and portfolio management. He has worked for several firms during his career, including U.S. Bank, Kestra Financial, Inc., Creative Planning, LLC and Investment Research & Advisory Group, Inc. Patrick has experience working with a variety of clients, including individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

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

Alpharetta, GA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Hayes is a financial advisor with over 30 years of experience in the industry. He currently works at Morgan Stanley, where he has been a registered representative since May 2023. Patrick has held positions at several other firms throughout his career, including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Patrick is registered to offer investment advice in 17 states and holds a Series 7, 31, 63, and 65 licenses. Patrick Hayes offers a variety of financial services to clients, including asset allocation advice, financial planning, pension consulting, and portfolio management. Patrick Hayes is a trusted advisor with a proven track record of success.

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

Fidelity Personal AND Workplace Advisors

location

DUNWOODY, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Judson Innes is a registered representative with Fidelity Personal And Workplace Advisors. Patrick is a registered investment advisor and a general securities representative. Patrick is a registered in Alabama, Florida, Georgia, North Carolina, South Carolina, and Tennessee. Patrick has been in the industry since 2023.

SPECIALIZATIONS

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

IFG Advisory, LLC

location

ATLANTA, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Logan Lamb is a financial advisor with over 5 years of experience in the industry. Patrick currently holds registrations with IFG Advisory, LLC, which is a firm based in Atlanta, Georgia. IFG Advisory, LLC offers investment advisory services to a range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Patrick has previously worked for Northwestern Mutual Investment Services, LLC and Fidelity Brokerage Services LLC. Patrick's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

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

LPL Financial LLC

location

ATLANTA, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Ronald Wrenn is a financial advisor with LPL Financial LLC based in Atlanta, GA. Patrick has been working in the financial industry since December 16, 2002. He has a diverse range of experience, having previously worked at Securities America, Inc. and VeraVest Investments, Inc. Patrick is licensed to conduct business in 48 states. He specializes in providing financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services.

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

Goldman Sachs & Co. LLC

location

ATLANTA, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Jubard is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with Goldman Sachs & Co. LLC and has been with the firm since May 2018. Prior to joining Goldman Sachs, Patrick was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for nearly 20 years. Patrick specializes in a variety of financial services, including investment management, financial planning, and portfolio management. Patrick is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

SAVANNAH, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Oneil is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Savannah, GA. Patrick has been in the securities industry for more than 17 years. Patrick specializes in providing investment advisory services to individuals, businesses, and institutions.

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

Morgan Stanley | CFP ® (Certifications)

location

Atlanta, GA

experience

35 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Patrick Varriano is a financial advisor in Atlanta, GA and is registered with Morgan Stanley. Patrick has been in the industry since 1990. Patrick has passed the Series 63, Series 65, Series 7 and SIE exams. Patrick is a Certified Financial Planner. Patrick also has experience with A. G. Edwards & Sons, Inc., J.C. Bradford & Co., PaineWebber Incorporated, Prudential Securities Incorporated, Wachovia Securities, LLC and Morgan Stanley & Co. Incorporated.

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

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