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Pension Consulting Services Advisors in Georgia
6,175 Results
Unclaimed

Morgan Stanley

location

Alpharetta, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tim Morgan Davis is a financial advisor with over 7 years of experience in the financial services industry. Tim is a registered representative with Morgan Stanley and holds Series 3, 4, 7, 9, 10, 24, 63 and SIE licenses. Tim's current branch location is in Alpharetta, Georgia. Previously, Tim was a registered representative with E*TRADE SECURITIES LLC in Alpharetta, Georgia. Tim's areas of specialization include retirement planning, investments, estate planning, insurance, and financial planning. Tim is dedicated to 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley

location

Alpharetta, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Tim Hoag is an active financial advisor with Morgan Stanley. Tim has been in the financial industry since June 16, 2015. Tim currently holds licenses in Georgia and Texas. Tim previously worked for E*TRADE SECURITIES LLC, CETERA INVESTMENT SERVICES LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Tim has passed the Series 66, Series 7 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Alpharetta, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Timothy McGaha is a registered investment advisor representative with Morgan Stanley. Timothy McGaha has been in the financial services industry since April 12, 2017. Previously Timothy McGaha was registered with E*TRADE Securities LLC. Timothy McGaha is licensed in 53 states and the District of Columbia. Timothy McGaha has passed the Series 7, SIE, 63 and 66 exams. Timothy McGaha holds no designations. Timothy McGaha is an instructor with Exam FX in Leawood, Kansas, teaching courses in securities.

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

ATLANTA, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Hernandez is a financial advisor registered with Fidelity Personal and Workplace Advisors. Timothy is a registered investment advisor in Georgia and Texas. Timothy has been in the industry for 2 years and has a Series 7TO, Series 66, and SIE license. Timothy is registered with the Securities and Exchange Commission (SEC) and is a member of FINRA. Timothy is also registered with the state of Georgia. Timothy can provide a range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

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

TLG Advisors, Inc.

location

Marietta, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Patrick Gelinas is a financial advisor with over 20 years of experience in the financial industry. Timothy has been with TLG Advisors, Inc. since 2011 and is registered to provide investment advice in Georgia. Timothy's areas of expertise include financial planning, portfolio management, and estate settlement services. Timothy is a Series 6 and Series 63 licensed and holds the Series 65 designation. Timothy is also registered with FINRA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cetera Investment Advisers LLC

location

Woodstock, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Bonner is an active investment advisor representative registered with Cetera Investment Advisers LLC. Timothy is also registered as a broker with Cetera Investment Advisers LLC. Timothy has been in the securities industry since November 8, 2012. Timothy has passed the Series 6, Series 7TO, Series 63, and Series 65 exams. Timothy is registered in the states of Alabama, Colorado, Florida, Georgia, Tennessee, Texas, and Virginia. Timothy has been affiliated with MML Investors Services, LLC and NYLIFE Securities LLC in the past. Timothy has experience in portfolio management for individuals and businesses, and also provides financial planning services.

SPECIALIZATIONS

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

Alpharetta, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Mixon is a financial advisor registered with Morgan Stanley. Timothy has been in the financial services industry since February 1999. Timothy currently holds licenses for Georgia and Texas. Timothy has experience working with various clients such as insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities. Timothy's previous employers include Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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
location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Timothy A. Skelton is a registered investment advisor representative in Georgia. Timothy has been in the industry since 2020 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and CapFinancial Securities, LLC.. Currently, Timothy is affiliated with Mariner Wealth in Atlanta, GA. Timothy is a Series 7TO and SIE licensed professional, specializing in providing investment advice and financial planning services to individuals and families, businesses, pension and profit-sharing plans, charitable organizations, insurance companies, banking or thrift institutions, state or municipal government entities, and pooled investment vehicles.

SPECIALIZATIONS

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

LPL Financial LLC

location

WATKINSVILLE, GA

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Conway is a financial advisor with LPL Financial LLC. Timothy has been in the financial services industry for over 12 years. He has a Series 6, 7, 63, and 66 license. He is registered with the state of Florida and Georgia. Previously, Timothy was employed with CETERA ADVISORS LLC and WELLS FARGO ADVISORS, LLC.

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
location

Atlanta, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Truxillo is a financial advisor with Morgan Stanley. Timothy is registered to provide investment advice in 44 states and the District of Columbia. Timothy has been in the financial services industry since May 2016. Timothy previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy has a Series 66, Series 7 and SIE 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

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