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Portfolio Management for Businesses Advisors in Lagrange, Georgia
19 Results
Unclaimed

Commonwealth Financial Network

location

LaGrange, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Mabon is a financial advisor registered with Commonwealth Financial Network. Aaron has been in the securities industry since May 29, 2007 and has been registered with Commonwealth Financial Network since November 15, 2012. Previously, Aaron was affiliated with LPL FINANCIAL LLC from March 31, 2009 to November 27, 2012 and WORLD GROUP SECURITIES, INC. from December 17, 2004 to October 19, 2006. Aaron holds Series 6, 7, 63 and 66 licenses and has passed the SIE exam. Aaron is currently registered to provide investment advisory services in Georgia. Aaron is also a registered representative with Commonwealth Financial Network in Alabama, California, Georgia, Illinois, Louisiana, Michigan, Mississippi, Missouri, Nebraska, North Carolina, Ohio, South Carolina, Tennessee and Wisconsin. Aaron specializes in retirement planning, insurance, estate planning, college savings, and business planning. Aaron is also a co-owner of True North Investments, LLC. Aaron is committed to providing his clients with personalized financial advice to help them 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
Publication of Financial Periodicals
Unclaimed
location

LAGRANGE, GA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Christian is a financial advisor with Edward Jones and has been in the industry since November 2019. Aaron Christian is registered with the state of Georgia and is licensed to provide investment advice in Alabama, Alaska, Arkansas, Florida, Georgia, Hawaii, Indiana, Michigan, Mississippi, New York, North Carolina, Ohio, Oregon, South Carolina, Texas, Virginia, and Washington. Aaron Christian is a dedicated financial advisor who is committed to helping clients reach their financial goals. Aaron Christian provides a range of services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

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

Truist Advisory Services, Inc.

location

LAGRANGE, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Alicia Dawn Simpson is a financial advisor with over 20 years of experience in the industry. Currently, Alicia Simpson is registered with Truist Advisory Services, Inc., and is licensed in multiple states including Alabama, Florida, Georgia, Kansas, Kentucky, North Carolina, Pennsylvania, Texas, Virginia and West Virginia. Alicia Simpson specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. In addition to her state licenses, Alicia Simpson also holds a Series 66, Series 53, Series 24, Series 52TO, SIE and Series 7 licenses. Before joining Truist Advisory Services, Inc., Alicia Simpson worked with BB&T SECURITIES, LLC. and BB&T INVESTMENT SERVICES, INC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

LAGRANGE, GA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Allina Dresslar Bell is a financial advisor with Raymond James Financial Services Advisors, Inc. based in LAGRANGE, GA. Allina has been in the financial services industry since November 22, 2011. Allina is registered with FINRA and the state of Georgia. Prior to joining Raymond James Financial Services Advisors, Inc., Allina was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CROWN CAPITAL SECURITIES, L.P.. Allina is also a licensed insurance agent with Oakbridge Insurance Agency. Allina offers a variety of services to individuals, families, businesses, and retirement plans. These services include financial planning, portfolio management, and investment advisory services. Allina also offers educational seminars on a variety of financial topics.

SPECIALIZATIONS

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

Synovus Securities, Inc.

location

LAGRANGE, GA

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Andrew Gay is a financial advisor with over 27 years of experience in the financial services industry. Andrew has a Series 7 and Series 63 license, as well as a Series 65 license. He has worked with a number of firms over the years, including Invest Financial Corporation, BB&T Investment Services, Inc., Compass Brokerage, Inc., and SunTrust Investment Services, Inc. He is currently a registered representative with Synovus Securities, Inc. and is also a registered investment advisor. Andrew has a history of providing financial advice to a wide range of clients, including high-net-worth individuals, businesses, and charitable organizations. His areas of expertise include financial planning, portfolio management, and investment management.

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

Raymond James Financial Services Advisors, Inc.

location

LAGRANGE, GA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Bobby Lumpkin is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lagrande, GA. Bobby is a Registered Representative and Investment Advisor Representative, and has been in the financial services industry since 2004. Bobby has experience working with clients in a number of different areas, including individual clients, corporations, and pension plans. Bobby provides financial planning, portfolio management, and other advisory services to help clients meet 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Synovus Securities, Inc.

location

LAGRANGE, GA

experience

40 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Brooks Robinson has been an active advisor in the securities industry since 1985. Brooks is currently registered with Synovus Securities, Inc., and is licensed to offer securities and investment advisory services in Alabama, California, Colorado, Florida, Georgia, Maryland, Michigan, North Carolina, South Carolina and Texas. Prior to joining Synovus Securities, Inc., Brooks was affiliated with several other financial firms. In addition to being a registered representative, Brooks also holds the Series 10 and Series 9 licenses for securities supervisors.

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

State Farm Investment Management Corp.

location

LAGRANGE, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Catherine Farmer Head is a registered Investment Advisor Representative (IAR) with State Farm Investment Management Corp. Catherine has been in the financial industry for several years and is licensed in Alabama, Florida, and Georgia. She holds the Series 63, Series 65, and Series 6TO securities licenses. Catherine specializes in providing portfolio management services to individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

LAGRANGE, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Garner Little is a financial advisor who has been in the industry since 2012. Cynthia is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2013. Cynthia has her Series 7, Series 66 and SIE licenses and has been approved to provide investment advice in Alabama, Florida, Georgia, Kansas and South Carolina. Cynthia has worked with a variety of clients, including individuals, corporations, and charitable organizations. Cynthia is a Registered Representative and Investment Advisor Representative, and is committed to providing her clients with personalized financial advice. Cynthia specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

LAGRANGE, GA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

David Christopher Evert has been in the financial industry since February 27, 2001. David is a registered representative of Edward Jones. David is registered in 28 states including Georgia, Texas and Alabama. David currently works at the Edward Jones office in LaGrange, Georgia.

SPECIALIZATIONS

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

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