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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed
location

Atlanta, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Peter Dewitt Martin is a financial advisor based in Atlanta, GA. Peter has been working in the financial services industry since 1998 and has a strong background in securities and investment advisory. Peter is currently registered with Morgan Stanley. Prior to working at Morgan Stanley, Peter was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Peter has a wide range of experience in the financial services industry and is dedicated to providing his clients with the best possible financial 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

Cambridge Investment Research Advisors, Inc.

location

Marietta, GA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Peter James Miralles is a financial advisor with over 35 years of experience in the industry. Peter is currently registered with Cambridge Investment Research Advisors, Inc. and provides financial advisory services in Georgia and Texas. Peter is a registered investment advisor and is also a registered representative in multiple states, holding Series 3, 4, 7, 8, 9, 10, 24, 31, 63, and 65 licenses. Peter provides services such as financial planning, pension consulting, educational seminars, market timing services, and portfolio management. Peter has previous experience with H&R BLOCK FINANCIAL ADVISORS, INC., PRUDENTIAL-BACHE SECURITIES INC., and THE STUART-JAMES COMPANY, INC.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

MACON, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Peter Taylor Persons is a financial advisor with over 20 years of experience in the industry. Persons is currently registered with Raymond James & Associates, Inc. and has held previous positions at MORGAN KEEGAN & COMPANY, INC. and CITIGROUP GLOBAL MARKETS INC.. Persons is a licensed securities agent in 14 states and a registered investment advisor in 2 states. Persons has a strong background in providing financial planning and portfolio management services to a variety of clients, including individuals, corporations, and institutions.

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

Dyche Wealth Management, Inc.

location

FAYETTEVILLE, GA

0 Disclosures

ADVISOR BIO

Peyton William Riley is a financial advisor at Dyche Wealth Management, Inc. Peyton has been in the industry since 1993, and has a strong background in financial planning, investment management, and insurance. Peyton is committed to providing personalized financial advice to individuals and families, helping them achieve their financial goals.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

Atlanta, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Peyton Asbury Smith is a registered representative with Principal Securities, Inc., who has been in the financial industry since 2023. Peyton Asbury Smith holds multiple licenses, including a Series 66 and a Series 7TO. Peyton Asbury Smith is registered in Georgia as an investment advisor representative. Peyton Asbury Smith works out of Principal Securities, Inc.'s Atlanta office. Peyton Asbury Smith's current specialization includes providing financial planning, pension consulting, and educational seminars.

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

1 Years Experience

0 Disclosures

ADVISOR BIO

Peyton Candler Prince is a registered representative with LPL Financial LLC, based in Atlanta, GA. Peyton has been in the industry since June 24, 2024 and holds the Series 7TO and SIE exams. Peyton's experience and qualifications allow them to offer a range of financial products and 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ACWORTH, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Philicie Burkhead is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Philicie has been in the financial services industry since 2019 and has been with Merrill Lynch since 2022. Philicie is licensed to provide securities and investment advisory services in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas. Philicie is a Series 7TO, Series 66, and SIE exam pass holder.

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

Atlanta, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Philip Pierre-louis is an Investment Advisor Representative with Morgan Stanley. Philip has been in the industry since 2019 and is registered in 54 states. He has passed the Series 66, Series 7TO, and SIE exams. Philip's experience includes working at Coastal Wealth, Auburn Athletics, Lynch Chevrolet / Cadillac of Auburn, Longhorn Steakhouse, JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Raymond James & Associates, Inc., Morgan Stanley Smith Barney LLC, E*Trade Financial and Morgan Stanley Private Bank, N.A.

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. | CFP ® (Certifications)

location

ATLANTA, GA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Philip Mulkey is a financial advisor with Synovus Securities, Inc. Philip has been in the financial services industry since 2018 and holds Series 7, Series 66, and SIE licenses. Philip is registered to offer advisory services in Alabama, Florida, Georgia, and Texas. Philip also holds the Certified Financial Planner (CFP) designation. Philip's areas of expertise include financial planning, portfolio management for individuals and businesses, and educational seminars. Philip is committed to helping clients 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
location

Savannah, GA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Philip McAlpin is a registered investment advisor representative, licensed to operate in Georgia, South Carolina, and Texas. He is currently associated with Morgan Stanley. Philip has been in the securities industry since January 1989 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, Inc.. Philip holds multiple licenses including Series 7, 8, 31, 63, and 65.

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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