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Pension Consulting Services Advisors in Albany, Georgia
23 Results
Unclaimed

Morgan Stanley

location

Albany, GA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

April Beasley Bush is a registered representative with Morgan Stanley in Albany, Georgia. April has been in the industry since September 1996 and has experience with a variety of clients, including individuals, high-net-worth individuals, and institutions. April holds the Series 7, 63 and 66 licenses, as well as the SIE certification. April also has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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

LPL Financial LLC

location

ALBANY, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Cole Mitchell is a financial advisor registered with LPL Financial LLC. Cole is a licensed investment advisor representative in Georgia. Cole has worked in the financial services industry since 2018 and has a broad range of experience in various sectors. Cole is also a Series 66 and Series 7TO registered representative. Cole is committed to providing personalized financial advice and guidance to help clients 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

Raymond James & Associates, Inc.

location

ALBANY, GA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Grady Calvin Benford has been in the financial services industry since May 1989. Currently, Grady is a Registered Representative at Raymond James & Associates, Inc. Grady is a licensed Investment Advisor Representative in Georgia and Texas. Grady has previously worked at several other firms including Morgan Keegan & Company, Inc., Sterne Agee Financial Services, Inc., Wachovia Securities, LLC and Wachovia Securities, Inc.. Grady has a variety of licenses and registrations, including Series 7, 8, 9, 10, 63, and 65. Grady offers a variety of services to clients, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

LPL Financial LLC

location

ALBANY, GA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

James Joiner is a financial advisor registered with LPL Financial LLC in Albany, GA. James has over 20 years of experience in the financial services industry, having previously worked at MML Investors Services, LLC and NYLIFE Securities LLC. James specializes in offering a range of financial services including financial planning, portfolio management, and consulting. James is also registered with the Securities Industry and Financial Markets Association (FINRA) and holds Series 6 and 63 licenses.

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

Synovus Securities, Inc.

location

ALBANY, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Jason Robert Evans is a financial advisor with Synovus Securities, Inc., located in Albany, Georgia. Jason has been in the securities industry since July 25, 2015. Jason holds the Series 66, Series 7, and SIE licenses. Jason specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Jason has experience working with a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

ALBANY, GA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jason Casey is a financial advisor who has been in the industry since 2015. Jason is currently registered with LPL Financial LLC and is licensed to provide investment advice in Alabama, Florida, Georgia, Maine and Virginia. Previously, Jason was registered with Invest Financial Corporation and HD Vest Investment Services. Jason offers a range of financial services, including financial planning, portfolio management, and educational seminars. Jason is dedicated to providing personalized financial advice to help clients reach 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

Osaic Wealth, Inc. | CFP ®,CFC ® (Certifications)

location

ALBANY, GA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

John Dennis Haire is an active registered investment advisor in Georgia and Texas. John has been in the industry since 1983 and currently works for Osaic Wealth, Inc. He is also a registered representative of Lincoln Financial Advisors Corporation. John has a broad range of experience in the financial services industry, and holds a Series 7 and Series 63 license. John is also a Certified Financial Planner and Chartered Financial Consultant. In addition to his current registration, John is also registered in the following states: Alabama, Colorado, Florida, Maryland, North Carolina, South Carolina, Texas, and Virginia.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

ALBANY, GA

experience

32 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Joseph A. Reeder, Jr. is a financial advisor in Albany, Georgia. He is currently registered with Osaic Wealth, Inc. and has been working in the financial services industry since July 14, 1992. Prior to joining Osaic Wealth, Inc., Joseph Reeder worked at Securities America, Inc. and Ameriprise Financial Services, Inc. Joseph Reeder has a Series 7, Series 63, and SIE license and holds specializations in various investment areas. Joseph Reeder provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

Albany, GA

0 Disclosures

ADVISOR BIO

Joseph Pierce is a financial advisor in Albany, Georgia. Joseph is registered with Raymond James & Associates, Inc. and has been in the industry since 2011. Joseph holds Series 7, 66, and SIE licenses. Joseph has experience working with individuals, corporations, and high net worth individuals, and their specializations include but are not limited to: * Retirement planning * Investment management * Financial planning * Insurance * Estate planning * College savings Joseph is a dedicated and experienced financial advisor, who is committed to helping clients 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
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

Albany, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Julie Tracy Garwood is an investment advisor representative with Morgan Stanley, a firm with a long history in the financial services industry. Julie has been in the industry for over 20 years and has a strong background in providing investment advice to individual investors, high-net-worth individuals, and institutional clients. She is registered to provide investment advice in multiple states and has a diverse range of experience in the industry.

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

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