Unclaimed
Brian Moody is a financial advisor based in Huntsville, Alabama. Brian has been in the industry since 2021, holding Series 66, Series 7TO, and SIE licenses. Brian has worked with LPL Financial, LLC and The Cutter Group, LLC. Brian is currently registered with IFG Advisory, LLC and Oak Tree Financial Services, LLC. Brian is also a licensed insurance agent. Brian has worked with a diverse set of clients, including high net worth individuals, corporations, and pension plans. Brian has a strong background in financial planning, portfolio management, and pension consulting. Brian is a dedicated financial advisor committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
01/03/2025 - Present
IFG Advisory, LLC (Huntsville AL)
BOTH
Issued 12/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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