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Advisors in Martinez, Georgia
25 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

MARTINEZ, GA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alexandria Dianne Churn is a registered representative with Wells Fargo Clearing Services, LLC, licensed in Georgia. Alexandria has been in the industry since July 2018 and has passed the Series 6, Series 63, and SIE exams. Alexandria is located at the firm's branch office in Martinez, Georgia. Alexandria specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

Martinez, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Gallo is an Investment Advisor Representative and has been working in the financial services industry since November 1998. Anthony is currently registered with Cetera Investment Advisers LLC and is located in Martinez, GA. Anthony has a long history in the industry with previous registrations 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
Unclaimed
location

MARTINEZ, GA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Bissell is an investment advisor representative with LPL Financial LLC. Benjamin has been in the industry since 2017 and has experience in providing investment advice and financial planning services. Benjamin holds Series 6, 7TO, 63, and 65 licenses. Benjamin is registered in multiple states and offers a variety of services to individuals, businesses, and institutions.

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

Eagle Strategies LLC

location

MARTINEZ, GA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Betty Kendra is an investment advisor representative associated with Eagle Strategies LLC. Betty has been active in the securities industry since July 31, 2003. Betty Kendra is registered with 10 states in the United States, and is an active investment advisor representative and a broker.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

MARTINEZ, GA

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David William Turnbull is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial industry since June 23, 1999. David is registered with the state of Georgia and Texas. David is also registered as an Investment Advisor Representative in Georgia and Texas. David's office is located in Martinez, GA.

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

Lifestyle Financial Services, LLC

location

MARTINEZ, GA

0 Disclosures

ADVISOR BIO

Gerald House is an investment advisor representative with Lifestyle Financial Services, LLC in MARTINEZ, GA. Gerald specializes in financial planning, selection of other advisors, and portfolio management for both businesses and individuals. Gerald has been in the financial industry since 2013. Before joining Lifestyle Financial Services, LLC, Gerald worked at HD VEST INVESTMENT SERVICES, CORE INVESTMENT MANAGEMENT GROUP, LLC, and HERRINGTON FINANCIAL SERVICES, INC. Gerald is a licensed investment advisor representative in the state of Georgia.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MARTINEZ, GA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

James John Lovuolo is a registered representative and investment advisor representative at Wells Fargo Clearing Services, LLC. James is registered in the state of Georgia, where he has been active in the securities industry for 11 months. James holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. James has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.

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
location

MARTINEZ, GA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Keck is a financial advisor with Edward Jones. Jeffrey has been in the financial services industry since September 2006. Jeffrey is licensed in Alabama, California, Colorado, Florida, Georgia, Indiana, Kansas, Maine, Maryland, Michigan, Missouri, North Carolina, South Carolina, South Dakota, Texas, and Washington. Jeffrey is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative.

SPECIALIZATIONS

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

Independent Financial Group, LLC

location

Martinez, GA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Williams is a financial advisor with over 10 years of experience in the industry. Jennifer is currently registered with Independent Financial Group, LLC, and has been with the firm since 2015. Jennifer specializes in providing financial planning and investment advice to a variety of clients, including individuals, families, and businesses. Jennifer is a Registered Representative and Investment Advisor Representative, holding Series 6, 63, and SIE licenses. Jennifer is committed to providing her clients with personalized financial advice that meets their individual needs and goals.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MARTINEZ, GA

experience

10 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Jeremy Adams is a financial advisor with Wells Fargo Clearing Services, LLC. Jeremy has been in the financial services industry for over 10 years and has a broad range of experience. Jeremy holds the Series 7, 6, 63, and 65 securities licenses as well as the Series 66 license. Jeremy is registered to provide investment advice in Georgia, South Carolina, and Virginia. In addition to his current role at Wells Fargo Clearing Services, Jeremy has previously worked at Merrill Lynch and NYLIFE Securities.

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

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