•  
  •  
Financial security for older Americans is an increasingly crucial issue

...change the responsibility a financial advisor or broker has for clients...Current regulations require financial advisors meet a "suitability" standard...Although the majority of financial advisors are honest, the conduct of...

http://chronicle.augusta.com/opinion/opinion-columns/2015-03-15/financial-securi
Lee Curley

...went on to fly extensively in Latin America as a pilot with Pan American Airlines. In 1970, he began working as a financial advisor with Merrill Lynch. He later became branch manager for Robinson-Humphrey and built a 40 year career with expertise...

http://www.legacy.com/Link.asp?I=LS000174555051
Gleam is gone as gold prices sink to 4-year low

...percent. Inflation crept up 1.7 percent. Meanwhile, gold lost 13 percent.At the height of the gold rush, financial advisors told clients they could put between 5 and 10 percent of their savings in the metal, says John Gabriel, a strategist...

http://chronicle.augusta.com/news/business/2014-11-06/gleam-gone-gold-prices-sin
Commission ends gridlock, moves forward on bonds without IFS securities

...to the commission as a delegation, then took the opportunity to call into question the city's longtime use of financial advisor Dianne McNabb of Public Financial Management's Atlanta office to handle all the city's bond transactions since...

http://chronicle.augusta.com/news/government/2014-08-26/commission-ends-gridlock
Augusta attorney facing contempt of court again; State Bar suspends license

...Tiller's guardian in place of Nicholson.Nicholson filed a Rich mond County Superior Court lawsuit against a bank, a financial advisor, the relative and two attorneys.According to the lawsuit filed Dec. 5, Nicholson contends he was falsely accused...

http://chronicle.augusta.com/news/crime-courts/2014-12-29/augusta-attorney-facin
Joe Jackson escapes rocky government ship

...noted that the city's current financial advisor, PFM Inc.; bond counsel...card and accusing the city's financial advisor, Dianne McNabb, of charging...business from 1995 through 2008.Financial advisors are obligated to disclose any...

http://chronicle.augusta.com/news/government/city-ink/2014-08-23/joe-jackson-esc
If I Can Suggest One Financial Move to Anyone, It's This

...value.What about saving for a house down payment? As this U.S. News and World Report article describes, most financial advisors recommend saving for retirement before a down payment. In general, the suggestion seems to be that you should be saving...

http://chronicle.augusta.com/content/blog-post/simpledollar/2014-10-23/if-i-can-
Charles Cheek

...graduate of Leadership Augusta and past president of the Local Chapter of the National Association of Insurance and Financial Advisors. Mr. Cheek held the Chartered Life Underwriter professional designation. Mr. Cheek was a member of St. Mary...

http://www.legacy.com/Link.asp?I=LS000173353047
Historic Augusta honors building owners for preservation efforts

...five original bay windows and new custom windows were built. It houses the offices of Raymond James and Associates financial advisors.Historic Augusta also gave three awards for new construction that contribute to the historic character of a neighborhood...

http://chronicle.augusta.com/news/metro/2013-11-18/historic-augusta-honors-build
Keep priorities in order in times of financial crisis

...heart goes out to any government and military family worried right now.For the sake of disclosure, I am not a financial advisor, but my background is in the social work field and I have taken personal finance classes in order to further my...

http://chronicle.augusta.com/news/business/smart-shopper/2013-10-03/keep-priorit