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

Eagle Strategies LLC | CFC ® (Certifications)

location

MARIETTA, GA

experience

40 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bryan Donald Wulz is a financial advisor at Eagle Strategies LLC. Bryan is a registered investment advisor and has been in the financial industry since 1985. Bryan has a strong background in financial planning and portfolio management, with experience serving both individuals and businesses. He is a Chartered Financial Consultant and holds several industry certifications, including Series 6, 7, 22, 63, and 65. In addition to financial planning, Bryan also provides insurance brokerage services, educational seminars, and other related services.

SPECIALIZATIONS

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

LPL Enterprise, LLC

location

ATLANTA, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Dawson is a financial advisor with LPL Enterprise, LLC based in Atlanta, GA. Bryan has been working in the financial services industry since September 2019. Bryan holds Series 66, Series 7TO, Series 6TO, and SIE licenses. Bryan is also registered to provide investment advice in Florida, Georgia and South Carolina. Bryan has previously been registered with Thrivent Investment Management Inc. Bryan provides consulting and other non-discretionary advisory services, financial planning, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

ATHENS, GA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Scott Hutto is a financial advisor with LPL Financial LLC. Bryan has been in the financial services industry since 1992 and has experience with Ameriprise Financial Services, Inc., Raymond James Financial Services, Inc., A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bryan is registered with the state of Georgia and has Series 7, 9, 10, 63 and 65 licenses. Bryan offers a variety of services, including financial planning, investment management, pension consulting, and other non-discretionary advisory services. Bryan is dedicated to helping 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wealth Partners, Inc. | CFP ® (Certifications)

location

NEWNAN, GA

disclosure

1 Disclosures

ADVISOR BIO

Bryan Vincent Blair is a financial advisor with Wealth Partners, Inc., located in Newnan, Georgia. Bryan has been in the industry since 1993 and holds the Series 6, Series 7, and Series 63 licenses. Bryan is also a Certified Financial Planner. Bryan has worked for several firms over the years, including Multi-Financial Securities Corporation, IFG Network Securities, Inc., Jefferson Pilot Securities Corporation, and PFS Investments Inc. Bryan specializes in providing asset allocation services, financial planning, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

ATLANTA, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Dennis Huskey is a financial advisor with Stifel, Nicolaus & Company, Inc. Bryan has been in the industry since 2000 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Bryan is a Series 7, Series 50, Series 52TO, and Series 63 licensed financial advisor. Bryan provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Bryan's previous experience includes time at Merchant Capital, L.L.C.

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 Pooled Investment Vehicles
Unclaimed
location

Alpharetta, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Gutzmore Bembridge is a financial advisor with over 16 years of experience in the industry. Bryan is currently registered with Morgan Stanley in Alpharetta, GA. Prior to joining Morgan Stanley, Bryan worked at E*TRADE SECURITIES LLC and Ameriprise Financial Services, Inc. Bryan holds the Series 7, Series 66, and Series 99TO licenses. Bryan is also a registered representative of the state of Georgia.

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

DUNWOODY, GA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Clapham is a financial advisor who is registered with Fidelity Personal And Workplace Advisors. Bryan is registered with FINRA and holds Series 7, 7TO, 63, and 66 licenses. Bryan has over 13 years of experience in the financial services industry. Bryan is also a Certified Financial Planner. Bryan has worked for several firms, including USAA Financial Advisors, Inc., TIAA-CREF Individual & Institutional Services, LLC, and AXA Advisors, LLC. Bryan's current employment is with Fidelity Personal And Workplace Advisors in Dunwoody, Georgia.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Savannah, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Michael Smith is a registered representative with Commonwealth Financial Network, located in Savannah, Georgia. Bryan has been in the industry since January 2023 and has experience with both brokerage and investment advisory services. Bryan holds licenses for both Series 7 and Series 66 exams as well as a Series SIE. Bryan has worked in the industry at MML Investors Services, LLC, before joining Commonwealth Financial Network. Bryan is a dedicated financial professional committed to helping 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
Publication of Financial Periodicals
Unclaimed
location

Atlanta, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Weiss is a financial advisor with over 18 years of experience in the industry. Bryan is currently registered with Morgan Stanley. Bryan has also worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Morgan Stanley Private Bank, National Association. Bryan has passed the Series 7, Series 31, Series 66 and SIE exams. Bryan specializes in a wide range of services including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and investment companies. Bryan has a diverse client base including high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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

ATLANTA, GA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Christopher Chitwood is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Bryan has over 20 years of experience in the financial services industry. Bryan is registered to provide investment advice in several states including Georgia and Texas. Bryan's professional experience includes previous roles with BANC OF AMERICA INVESTMENT SERVICES, INC. and J.P. MORGAN SECURITIES INC.

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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