Years of Experience
5-20+ Years
Cumming, GA
16 Years Experience
0 Disclosures
ADVISOR BIO
Terry Dale Cooper is a financial advisor with Concourse Financial Group Securities, Inc. located in Cumming, GA. Terry has been in the financial services industry since August 14, 2008. Terry has worked with Concourse Financial Group Securities, Inc. since July 2008. Terry also provides insurance services to clients through Milner Financial Inc. The individual advisor has a history of working with individuals, high-net-worth individuals, corporations, and various other types of clients. Terry can provide financial planning services, pension consulting, portfolio management, and educational seminars.
SPECIALIZATIONS
Augusta, GA
21 Years Experience
0 Disclosures
ADVISOR BIO
Terry Watkins is a financial advisor currently working for Morgan Stanley in Augusta, GA. Terry has been in the financial services industry since January 2004. Terry is registered with FINRA as a General Securities Representative and has a Series 66 license.
SPECIALIZATIONS
ATLANTA, GA
30 Years Experience
0 Disclosures
ADVISOR BIO
Terry Stoor is a financial advisor with Fidelity Personal And Workplace Advisors. Terry has over 25 years of experience in the financial services industry. Terry is registered with the state of Georgia and Texas. Terry is a CERTIFIED FINANCIAL PLANNERâ„¢. Terry specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans. Terry is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
Hiawassee, GA
0 Disclosures
ADVISOR BIO
Terry Alan White is a registered Investment Advisor Representative with Virtue Capital Management, LLC. Terry is based in Hiawassee, GA and is licensed to provide investment advisory services in Georgia. Terry has been in the financial services industry for more than 10 years and has passed the Series 65 exam. Terry's areas of specialization include providing financial planning, portfolio management for individuals, and educational seminars. Terry is also the Organizer - Owner/ Principal Agent of IMPACT WEALTHBUILDER, LLC.
SPECIALIZATIONS
STATESBORO, GA
18 Years Experience
0 Disclosures
ADVISOR BIO
Terry Earl Manuel is a financial professional with over 10 years of experience in the industry. Terry is currently registered with LPL Financial LLC and is based in STATESBORO, GA. Prior to joining LPL Financial LLC, Terry worked with INVEST FINANCIAL CORPORATION and SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.. Terry has a strong track record of providing financial guidance to individuals, families, and businesses.
SPECIALIZATIONS
ATLANTA, GA
27 Years Experience
0 Disclosures
ADVISOR BIO
Terry Dickey is a financial advisor in Atlanta, Georgia with over 25 years of experience. Terry is currently registered with Osaic Advisory Services, LLC, and has previous registrations with Triad Advisors LLC and Wells Fargo Advisors, LLC. Terry is also a registered investment advisor, holding a Series 65 license. Terry has extensive experience in wealth management, investment management, and client contact. In addition to Terry's current registration with Osaic Advisory Services, LLC, Terry is also registered with several other state regulatory bodies, including Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Mississippi, Nevada, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Terry is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
SPECIALIZATIONS
ATLANTA, GA
12 Years Experience
0 Disclosures
ADVISOR BIO
Thays P Pires is an Investment Advisor Representative registered with UBS Financial Services Inc. Thays P Pires has been in the securities industry since November 6, 2012. Previously, Thays P Pires worked at MORGAN STANLEY in MIAMI, FL. Thays P Pires has Series 66 and Series 7 licenses. Thays P Pires is registered in 24 states.
SPECIALIZATIONS
Alpharetta, GA
34 Years Experience
0 Disclosures
ADVISOR BIO
Theodore Alan Halseth is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Alpharetta, Georgia. Theodore has been a financial advisor since 1989, with experience in various firms including ESSEX NATIONAL SECURITIES, INC., BB&T INVESTMENT SERVICES, INC. and SUNTRUST INVESTMENT SERVICES, INC. Theodore is a Certified Financial Planner and holds Series 63, 66, 7, 24 and SIE licenses. Theodore also manages assets for clients in Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Kentucky, Maryland, Massachusetts, Montana, Nevada, North Carolina, Ohio, Puerto Rico, South Carolina, Tennessee, Texas, and Virginia.
SPECIALIZATIONS
ATLANTA, GA
18 Years Experience
1 Disclosures
ADVISOR BIO
Theodore Ronald Meihofer is a financial advisor registered with Raymond James & Associates, Inc., based in Atlanta, Georgia. Theodore has been in the financial services industry since 2007. He is a licensed investment advisor representative in Georgia, as well as being licensed in Alabama, California, Colorado, Florida, Maine, New Jersey, New York, North Carolina, Oklahoma and Utah. Theodore's career in financial services began with UBS Financial Services Inc., in 2007. Prior to joining Raymond James & Associates, Inc., Theodore was also registered with UBS Financial Services Inc.. Theodore has a broad range of experience in the financial services industry. His experience includes: financial planning, portfolio management for individuals and businesses, and selection of other advisors.
SPECIALIZATIONS
Woodstock, GA
42 Years Experience
0 Disclosures
ADVISOR BIO
Theodore Richard Arch is a financial advisor with over 30 years of experience in the industry. Theodore is currently registered with Cambridge Investment Research Advisors, Inc. in Georgia and Texas. Before joining Cambridge, Theodore was registered with FSC Securities Corporation in Georgia, Park Avenue Securities LLC in New York, Guardian Investor Services Corporation in New York, Ogilvie & Taylor Securities Corporation in Illinois and W. S. Griffith & Co., Inc.. Theodore is a Certified Financial Planner® professional. Theodore is also a registered representative of Cambridge Investment Research, Inc. and provides advisory services to individuals, families, and businesses. Theodore has a strong track record of helping clients achieve their financial goals.
SPECIALIZATIONS