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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Concourse Financial Group Securities, Inc.

location

Cumming, GA

experience

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

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

Augusta, GA

experience

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

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 | CFP ® (Certifications)

location

ATLANTA, GA

experience

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

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

Virtue Capital Management, LLC

location

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

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

LPL Financial LLC

location

STATESBORO, GA

experience

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

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

Osaic Advisory Services, LLC

location

ATLANTA, GA

experience

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

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

UBS Financial Services Inc.

location

ATLANTA, GA

experience

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

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

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

location

Alpharetta, GA

experience

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

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

Raymond James & Associates, Inc.

location

ATLANTA, GA

experience

18 Years Experience

disclosure

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

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

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Woodstock, GA

experience

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

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

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