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

Atlanta, GA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Brett Anderson Peavy is an Investment Advisor Representative with Morgan Stanley. Brett has been in the industry since December 14, 1993. He has been registered with Morgan Stanley since December 2014 and with UBS Financial Services Inc. from August 14, 2000 to December 9, 2014. Brett holds Series 63, SIE, and Series 7 licenses. He is registered in 38 states, including Georgia, Texas, and Alabama. Brett provides a variety of services to individuals, businesses, and investment companies, including portfolio management, financial planning, and asset allocation 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

Willis Investment Counsel Inc. | CFA ® (Certifications)

location

GAINESVILLE, GA

0 Disclosures

ADVISOR BIO

Brett Michael Slattery is a financial advisor with Willis Investment Counsel Inc. in Gainesville, GA. Brett has been in the financial services industry since 1996. Brett has a Series 6, Series 63, and Series 65 licenses. Brett is also a Chartered Financial Analyst. Brett has experience working with individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. Brett has expertise in portfolio management, financial planning, and pension consulting. Brett also provides educational seminars. Brett is registered with the state of Georgia as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
OTHER FIRMS MANAGE PART OF THE ITEM 5F AMOUNT FOR WHICH WE ALSO HAVE MANAGEMENT AND/OR ADVISORY RESPONSIBILITY.
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Atlanta, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brett Weldon is a financial advisor with Morgan Stanley and has been working in the industry since May 2021. Brett is registered in 38 states and has a Series 7TO, Series 66, and SIE. Brett Weldon provides financial planning, asset allocation advice, portfolio management services, and educational seminars. Brett has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and investment companies.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ALPHARETTA, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Brett Elliot Hansen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brett has been in the industry since 2001. Brett holds a Series 7, Series 31 and Series 66 securities licenses, and is registered in multiple states. Brett has experience in various investment related activities including portfolio management for individuals, portfolio management for businesses, selection of other advisors, pension consulting, and educational seminars. Brett is also a member of Hansen Management LLC, B Hansen Investments, LLC, and Hansen West LLC.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ATLANTA, GA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brett Marek is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the Atlanta, Georgia branch. Brett has been in the financial industry since 2003 and is registered to provide investment advice in 38 states. Brett has experience providing investment advice to individuals, businesses, and institutions. He specializes in providing investment advisory services in areas including but not limited to, portfolio management, selection of other advisors, and financial planning. Brett's focus is on helping clients reach their financial goals. Brett has a wide range of expertise, including asset allocation, investment strategy, and retirement planning. He is also a highly skilled communicator and is dedicated to providing his clients with exceptional service. Brett has a strong understanding of the financial markets and is committed to helping his clients make informed investment decisions.

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

LPL Financial LLC | CFP ® (Certifications)

location

NEWNAN, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brett Lewis Moore is a financial advisor with LPL Financial LLC, a firm with over 1,900,000 client accounts and more than $463 billion in assets under management. Brett has been in the industry since 2016 and is registered as a registered representative in 17 states. Brett is also a Certified Financial Planner™. Brett has experience working at AXA Advisors, LLC and Ameritas Investment Corp., and has a diverse background including working with individual and business clients. Brett's specialties include financial planning, portfolio management for businesses and individuals, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cresset Asset Management, LLC | CFP ® (Certifications)

location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Brett Christopher Cloe is an Investment Advisor Representative registered with Cresset Asset Management, LLC in Georgia. Brett is a Certified Financial Planner™ professional with experience in financial planning, investment management and retirement planning. Brett has previously worked at NCA Financial Planners, Measured Marketing, Inc., John Carroll University, CBIZ, Inc. and as a full-time student.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

IFG Advisory, LLC | CFP ®,CFC ® (Certifications)

location

ATLANTA, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Brett Alexander Bringuel is an investment advisor representative with IFG Advisory, LLC. Brett has been in the financial services industry since May 1996. Brett has experience with financial planning, pension consulting, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

Alpharetta, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brett Randall Wilson is a financial advisor with over 17 years of experience in the financial services industry. Brett is currently registered with Morgan Stanley and has previously held positions at E*TRADE SECURITIES LLC, AXA ADVISORS, LLC, and AMERIPRISE FINANCIAL SERVICES, INC. Brett is a Series 7 and Series 66 licensed professional and holds the SIE designation. Brett has experience in providing financial advice to individuals and businesses. Brett is passionate about helping clients achieve their financial goals and is committed to providing personalized 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

ALPHARETTA, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Brett David is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in ALPHARETTA, GA. Brett has been in the financial industry since January 2003. Brett is registered with the state of Georgia as an Investment Advisor Representative and a Registered Representative. Brett holds the Series 7 and Series 66 securities licenses and the SIE exam.

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

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