Invested Better
Advisors in Marieta, Georgia
7 Results
Unclaimed

Hanover Advisors, Inc. | CFP ® (Certifications)

location

Marieta, GA

0 Disclosures

ADVISOR BIO

Frank Marvin Johnson is a financial advisor currently registered with Hanover Advisors, Inc. Frank has been working in the financial industry since 1986. He holds a Series 7 and Series 63 license. Frank has previously worked with a number of other firms including American Portfolios Financial Services, Inc. and Nathan & Lewis Securities, Inc. Frank is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to providing his clients with personalized financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Southbridge Advisors, LLC

location

MARIETA, GA

0 Disclosures

ADVISOR BIO

George Richerson is a financial advisor currently associated with Southbridge Advisors, LLC. George has been in the industry since 2007 and has experience with firms like Triad Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George has a Series 66, Series 7 and SIE license. George has a broad base of experience and specialties including providing financial planning and portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Southbridge Advisors, LLC

location

MARIETA, GA

0 Disclosures

ADVISOR BIO

Jerold Sniderman is an investment advisor representative at Southbridge Advisors, LLC. Jerold has been in the financial industry since 2001 and has a strong track record of providing financial advice to individuals, businesses, and retirement plans. Jerold specializes in financial planning, portfolio management, and selection of other advisors. Jerold is also a president of the Gateside CTS. HOA, a non-profit HOA. Jerold is committed to providing his clients with the highest level of personalized service and expertise.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Southbridge Advisors, LLC

location

MARIETA, GA

0 Disclosures

ADVISOR BIO

Kevin C Sagui is an investment advisor representative with Southbridge Advisors, LLC in MARIETA, GA. Kevin has been in the financial services industry since 2015. Kevin holds the Series 66, 65, 7 and SIE licenses. Kevin is registered with the state of Georgia and has experience in various investment areas including portfolio management for individuals and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Southbridge Advisors, LLC

location

MARIETA, GA

0 Disclosures

ADVISOR BIO

Louis J Brown is an investment advisor representative with Southbridge Advisors, LLC. Louis is a registered investment advisor in Georgia and has been working in the industry since 2001. Louis's current registrations are with Southbridge Advisors, LLC. Louis has previously been registered with Triad Advisors, Inc., NFP Securities, Inc., Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Louis specializes in providing financial planning, portfolio management services for individuals and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Southbridge Advisors, LLC | CFP ® (Certifications)

location

MARIETA, GA

0 Disclosures

ADVISOR BIO

Michael Todd Fields is a financial advisor at Southbridge Advisors, LLC. Michael has been a registered representative since 2000. Michael is a Certified Financial Planner™ professional. Michael has experience providing investment advice to individuals and families as well as to retirement plans and charitable organizations. Michael has worked in the financial services industry for over 20 years. Michael's primary focus is providing financial planning services to individuals and families. Michael offers a variety of services, including portfolio management, retirement planning, and college savings planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Southbridge Advisors, LLC | CFP ® (Certifications)

location

MARIETA, GA

0 Disclosures

ADVISOR BIO

Robert Y. Donnell is a financial advisor in Marietta, GA. He has been in the industry since 2002 and is currently registered with Southbridge Advisors, LLC. Robert Y. Donnell is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Robert Y. Donnell has experience with a wide range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Southbridge Advisors, LLC provides financial planning, portfolio management for individuals, and selection of other advisors services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals