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Portfolio Management for Businesses Advisors in Marietta, Georgia
321 Results
Unclaimed

Impact Partnership Wealth, LLC | CFP ® (Certifications)

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Aaron Michael Vincent is an active Investment Advisor Representative in Georgia and Texas with Impact Partnership Wealth, LLC, a firm that has its main office in Marietta, Georgia. Aaron has been in the financial industry since 2014. Aaron specializes in Retirement Planning, College Savings, Asset Management and Estate Planning. Aaron's previous experience includes roles at Cambridge Investment Research, Inc. and Voya Financial Advisors, Inc. Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24 and Series 66 licenses.

SPECIALIZATIONS

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

Your Retirement Coach

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Aaron Calhoun is a financial advisor who has been in the industry since 2020. He specializes in providing financial planning, portfolio management, and succession and transition planning services to individuals, businesses, and charitable organizations. Aaron holds the Series 65 license and is registered as an Investment Advisor Representative in Georgia. He is also a registered representative with Your Retirement Coach.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SUCCESSION AND TRANSITION PLANNING FOR BUSINESS OWNERS
Unclaimed

Nicholas Wealth Management

location

MARIETTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Gaines is an investment advisor representative and financial advisor with Nicholas Wealth Management, a firm based in Marietta, Georgia. Aaron Gaines is registered to provide financial advice in Georgia, and has been in the industry since 2016. Aaron Gaines holds the Series 66, Series 7, and SIE licenses. Prior to joining Nicholas Wealth Management, Aaron Gaines worked at Edward Jones, a large brokerage firm based in St Louis, Missouri.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
RADIO/PODCASTS
Publication of Financial Periodicals
Unclaimed

Impact Partnership Wealth, LLC

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Abigail Grace Miller is an investment advisor representative with Impact Partnership Wealth, LLC, registered in California and Texas. Abigail has been in the industry since 2020 and holds the Series 65 license. Abigail is a specialist in financial planning, selection of other advisors, and portfolio management for individuals. Impact Partnership Wealth, LLC, is a registered investment advisor with offices in Murrieta, California and Marietta, Georgia. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.

SPECIALIZATIONS

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

Marietta, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Adam Waller is a financial advisor at Edward Jones, a firm with over $824 billion in assets under management. Adam is a Registered Representative and Investment Advisor Representative with a series 66 license as well as the series 7TO and the SIE. Adam has been in the financial industry since December 2019, and is registered to provide advisory services in 17 states.

SPECIALIZATIONS

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

BEY-Douglas, LLC Investment Counsel | CFP ® (Certifications)

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Adam Lee Hill is a financial professional with over 15 years of experience in the industry. Adam is registered as an Investment Advisor Representative in Georgia and holds a Series 66 license, as well as Series 3, 7, 24 and 87. Adam currently works at Bey-Douglas, LLC Investment Counsel. Adam has worked at several other firms in the past, including American Wealth Management, Inc. and SunTrust Investment Services, Inc. Adam specializes in working with high net worth individuals, charitable organizations, corporations and other businesses, and pension and profit sharing plans.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Proactive Wealth Strategies, LLC

location

MARIETTA, GA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Akbar Kassamali Kassam is an Investment Advisor Representative at Proactive Wealth Strategies, LLC. Akbar has been in the financial services industry since March 2002. Akbar is licensed in California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, New York, North Carolina, Puerto Rico, South Carolina, Tennessee, Texas, and Washington. Akbar holds the Series 7, Series 6, Series 22, Series 63, and Series 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cigx, LLC | CFC ® (Certifications)

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Alaeddin Kharazmi is a registered investment advisor representative with Cigx, LLC in Marietta, Georgia. Alaeddin has been in the industry since 1992 and has a strong background in financial planning and portfolio management. Alaeddin holds a Series 6 and Series 63 license and is a Chartered Financial Consultant. He has experience working with individuals, businesses, and pension plans. Alaeddin provides a range of services, including financial planning, portfolio management, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

MARIETTA, GA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Alan Evans is an investment advisor representative with Osaic Wealth, Inc., with over 29 years of experience in the financial services industry. Alan's professional experience includes time at Securities America, Inc. and Veravest Investments, Inc. Alan Evans is registered with the state of Georgia as both a broker and an investment advisor. Alan's investment experience and expertise includes Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

MARIETTA, GA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Alan Haskell Range is an investment advisor representative with Equitable Advisors, LLC and has been in the industry since 1984. Alan has experience working for several firms, including Equitable Advisors, LLC, VALIC Financial Advisors, Inc., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Aetna Life Insurance and Annuity Company, Philadelphia Life Asset Planning Company, and Southwestern Management & Research Corporation. Alan specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Alan currently holds registrations in Georgia for both securities and investment advisor.

SPECIALIZATIONS

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

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