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Pension Consulting Services Advisors in Paris, Texas
3 Results
Unclaimed

LPL Financial LLC

location

PARIS, TX

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Donald Keith Moffitt has over 30 years of experience in the financial services industry. Donald Moffitt is a Registered Representative and Investment Advisor Representative and is currently registered with LPL Financial LLC. Donald Moffitt is also registered with the states of Alabama, Arkansas, California, Florida, Illinois, Louisiana, Michigan, Minnesota, New Jersey, Oklahoma, Pennsylvania, and Texas. Before joining LPL Financial LLC, Donald Moffitt was registered with SAGEPOINT FINANCIAL, INC., AXA ADVISORS, LLC, WORLD CHOICE SECURITIES, INC., CONSECO SECURITIES, INC., CONSECO FINANCIAL SERVICES, INC., and SIGNAL SECURITIES, INC. Donald Moffitt has a Series 6, Series 63, and Series 65 license. Donald Moffitt's primary business location is in Paris, Texas.

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

Ameriprise Financial Services, LLC

location

PARIS, TX

experience

28 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

James Mcreynolds Callaway is a financial advisor with Ameriprise Financial Services, LLC. James has been in the financial industry since 1996 and has been registered with Ameriprise Financial Services, LLC since 2012. James's prior experience includes a position at Raymond James Financial Services, Inc. James holds Series 7 and 63 securities licenses and the SIE exam. James offers financial planning, portfolio management for individuals, and pension consulting. James has a strong focus on working with high-net-worth individuals and offers asset allocation services and educational seminars. James's office is located in Paris, Texas.

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

Ameriprise Financial Services, LLC

location

PARIS, TX

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Callaway is a financial advisor who has been in the industry since 1994. He is currently registered with Ameriprise Financial Services, LLC and holds Series 63, Series 7, Series 24 and SIE licenses. His previous experience includes working with Raymond James Financial Services, Inc. Thomas specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, and educational seminars. His experience spans over 29 years, and he currently works with a wide range of clients including individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations.

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