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

LPL Financial LLC | CFP ® (Certifications)

location

ATLANTA, GA

experience

47 Years Experience

0 Disclosures

ADVISOR BIO

Richard Elton Thompson is a financial advisor with over 45 years of experience. Richard has been registered with the Securities and Exchange Commission (SEC) since 1977 and holds a variety of licenses, including Series 7, Series 63, and Series 24. Richard is currently registered with LPL Financial LLC and has been with the firm since May 2024. Richard provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Richard is committed to helping clients reach their financial goals. Richard is a Certified Financial Planner (CFP®) and has a strong understanding of the financial markets. Richard also has a background in accounting and tax preparation. Richard is a trusted advisor to his clients and provides them with the personalized attention they need. Richard is a member of several professional organizations, including the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Columbus, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Richard Toelle is a financial advisor with Raymond James Financial Services Advisors, Inc. in Columbus, Georgia. Richard has been in the industry since 1998. Richard holds the Series 7 and Series 66 licenses, as well as the SIE Exam. Richard is also a Certified Financial Planner. Richard has previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Richard offers financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Richard Kenney is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Richard has been in the financial services industry for over a year. Richard holds the Series 7TO, Series 66, and SIE securities licenses. Richard is registered to offer securities advice and investment advisory services in Alabama, Delaware, Florida, Georgia, New York, North Carolina, South Carolina, Tennessee, and Texas. Richard is affiliated with the Merrill Lynch, Pierce, Fenner & Smith Inc. branch office located in Atlanta, Georgia.

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

Synovus Securities, Inc.

location

ATLANTA, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Richard Reid Raby is an investment advisor representative registered with Synovus Securities, Inc. Richard Raby has been working in the securities industry since July 10, 2000. Richard Raby is also registered as an investment advisor representative in Alabama, California, Florida, Georgia, and South Carolina.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Richard Christopher Garcia is a financial advisor with over 30 years of experience in the financial industry. Richard has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Richard has previously held positions with J.C. Bradford & Co., The Robinson-Humphrey Company Inc., Main Street Management Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Richard holds a Series 7, Series 3, Series 63, and Series 65 licenses. Richard is registered in 32 states and the District of Columbia.

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

Principal Securities, Inc.

location

ATLANTA, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Richard Ford is an investment professional with over 8 years of experience in the financial services industry. Currently registered with Principal Securities, Inc., Richard has a strong background in providing financial advice and investment management services to clients. Richard is also a Series 6 and Series 63 licensed professional. Before joining Principal Securities, Inc. Richard worked at Wells Fargo Clearing Services, LLC, and AON Securities Inc., where he further honed his investment and financial expertise. Richard is dedicated to assisting clients with their financial needs and providing them with sound investment strategies.

SPECIALIZATIONS

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

Greensboro, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Richard Kinnard is an Investment Advisor Representative at Corecap Advisors. Richard is a financial advisor with 26 years of experience in the financial services industry. Richard Kinnard is registered with 52 states and 17 states for Investment Advisor. Richard works in the Greensboro, Georgia office of Corecap Advisors.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

VALDOSTA, GA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Richard Moseley is an investment advisor representative with Raymond James Financial Services Advisors, Inc.. Richard has been in the securities industry since January 29, 1990. Richard is registered with the state of Georgia as an Investment Advisor Representative. Richard is also registered with the state of Texas as an Investment Advisor Representative. Richard has been registered with the state of Georgia since January 2, 2009 and the state of Texas since January 2, 2009. Richard is also registered with the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

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

Level Four Advisory Services | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Richard W. Wilcox is a financial advisor with Level Four Advisory Services. Richard has been in the industry since January 1994 and is registered in Georgia. Richard offers a variety of financial planning and advisory services. Richard specializes in working with individuals, corporations, pension and profit sharing plans, and charitable organizations. Richard has a strong record of success in helping clients achieve their financial goals. Richard is a Certified Financial Planner and holds a Series 65 registration.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

Alpharetta, GA

experience

32 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Richard Mansfield Poore is a financial advisor registered with Osaic Wealth, Inc., located in Alpharetta, GA. Richard has been in the financial services industry since 1993. Richard has experience providing financial advice to individuals, businesses, and charitable organizations. Richard offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Richard has passed the Series 6, 7, 9, 10, 24, 63, 66, 99TO, and SIE exams.

SPECIALIZATIONS

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

Need help matching

with the right advisor?