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

Osaic Wealth, Inc.

location

MARIETTA, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Evan Robinson is a wealth advisor with Osaic Wealth, Inc. in Marietta, Georgia. Evan has been working in the financial industry since January 24, 2004, and has experience with a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Evan is licensed to provide financial advice in Georgia, Kansas, Minnesota, and Nebraska. He is also a registered representative with FINRA and a member of the Securities Industry and Financial Markets Association (SIFMA).

SPECIALIZATIONS

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

Masterplan Retirement Consultants

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Evan Fricks is an Investment Advisor Representative with MasterPlan Retirement Consultants. Evan has been in the industry since 2018 and specializes in retirement planning, financial planning, and insurance services. Evan is registered with the state of Georgia and other states. Evan is a licensed insurance agent and has experience in insurance business as well. Evan holds a Series 65 license.

SPECIALIZATIONS

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

Fisher Investments

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Frank Anthony Fontanella is an Investment Advisor Representative associated with Fisher Investments. Frank has been in the industry since 1993 and has experience at several other firms including SunTrust Investment Services, Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc., Bear, Stearns & Co. Inc. and Prudential Securities Incorporated. Frank has Series 63, Series 65, Series 7, Series 9, and Series 31 licenses and has a history of working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, insurance companies, corporations or other businesses, state or municipal government entities, and other investment advisors. Frank is currently registered to provide investment advisory services in Alabama, Georgia, and Texas. Frank's firm, Fisher Investments, has a long history of providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides financial planning services, and portfolio assessment services. The firm currently manages over $298 billion in assets for 360,000 clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

Marietta, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Garrett Hurst is an investment advisor representative affiliated with Ameriprise Financial Services, LLC. Garrett is licensed to provide financial advice in Georgia, Texas and other states. Garrett's office is located at 367 Atlanta St SE, Marietta, GA 30060. Garrett has been in the financial industry since April 2015.

SPECIALIZATIONS

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

Marietta, GA

0 Disclosures

ADVISOR BIO

Garrett Hentschel is a financial advisor at Edward Jones, based in Woodstock, GA. Garrett joined Edward Jones in May 2024. Garrett previously worked at Hyland Software in Westlake, OH and Alfresco Software in Atlanta, GA. Garrett holds a Series 66, Series 7TO and SIE license. Garrett has been actively involved in the financial services industry since 2024.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

Marietta, GA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Gary Pike is a financial advisor with over 10 years of experience. Gary currently works with Cambridge Investment Research Advisors, Inc. Gary has specialized in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Gary has a background in accounting and insurance, and is a chartered financial consultant. Previously Gary was registered with AVANTAX INVESTMENT SERVICES, INC. Gary is registered with the state of Georgia and is also registered in South Carolina and Virginia.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MARIETTA, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Geetanjlie Kissun is a financial advisor registered with Wells Fargo Clearing Services, LLC. Geetanjlie has been in the industry since September 10, 2016 and holds licenses for Series 6, Series 63 and SIE. Geetanjlie has been with Wells Fargo Clearing Services, LLC for over 6 years, previously working in the Marietta, GA office. Geetanjlie is currently registered in Georgia and Tennessee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

BEY-Douglas, LLC Investment Counsel

location

MARIETTA, GA

disclosure

1 Disclosures

ADVISOR BIO

George Beylouni is a financial advisor with over 30 years of experience in the financial services industry. George currently works as a Registered Investment Advisor with Bey-Douglas, LLC Investment Counsel in Marietta, GA. George has a wide range of experience including working at Continental Capital Investment Services, Inc., Capital Investment Group, Inc., Bey Securities Corporation, and Callon Securities Company. George is a registered investment advisor in both Georgia and Texas.

SPECIALIZATIONS

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

Nicholas Wealth Management

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Graham Reynolds is an Investment Advisor Representative at Nicholas Wealth Management in Marietta, Georgia. Graham has been working in the financial services industry since 2018. Graham is licensed in Georgia as an Investment Advisor Representative. Graham is also licensed as an insurance agent. Graham is committed to providing personalized financial advice to individuals and families. Graham specializes in portfolio management, financial planning, educational seminars, and selection of other advisors.

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

Wickham Financial & Insurance Services

location

MARIETTA, GA

0 Disclosures

ADVISOR BIO

Graham Wickham is an investment advisor representative at Wickham Financial & Insurance Services, based in Marietta, Georgia. Graham has been in the financial industry since 1994, previously working at Carter, Terry & Company, Inc., MidSouth Capital, Inc., Wachovia Securities Financial Network, Inc., GSG Securities, Inc., Chatfield Dean & Co., Inc., and GKN Securities Corp. Graham Wickham has a strong background in providing financial planning, portfolio management for individuals, and pension consulting services. Graham Wickham is also licensed in both Georgia and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals

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