Invested Better
Advisors in Birmingham, Alabama
1,316 Results
Unclaimed

LPL Enterprise, LLC

location

Birmingham, AL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael J. Murray is a financial advisor who has been in the industry since 2014. Michael J. Murray is currently registered with LPL Enterprise, LLC and is licensed to offer financial advice in Alabama, South Carolina, and Texas. Michael J. Murray has previously worked with PNC INVESTMENTS, BBVA SECURITIES INC., and AMERITAS INVESTMENT CORP. Michael J. Murray specializes in providing consulting, financial planning, and portfolio management for businesses and individuals. Michael J. Murray is a committed advisor dedicated to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Wayne Miller is a financial advisor with Concourse Financial Group Securities, Inc. located in Birmingham, Alabama. Michael has been a registered representative in the securities industry since June 14, 2000. He holds a Series 7, Series 6, and Series 63 licenses. Michael has experience providing financial planning, pension consulting, educational seminars, and portfolio management services to 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

Stonex Advisors Inc. | CFA ® (Certifications)

location

BIRMINGHAM, AL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Thomas Lytle is a financial advisor with Stonex Advisors Inc. Michael has been in the financial services industry since 2001 and holds the Series 3, 6, 63, and 65 licenses, as well as the SIE. He is a Chartered Financial Analyst. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He provides financial planning, portfolio management, and other financial consulting services. Michael previously worked at ALPS Distributors, Inc. and Highland Associates, Inc.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Atkins is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since January 2013. Michael holds the Series 66, Series 7TO, and SIE licenses. Michael has experience working with individuals, corporations, and institutions. Michael's areas of expertise include financial planning, portfolio management, and investment consulting.

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

M Holdings Securities, Inc.

location

Birmingham, AL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ingram is a registered representative of M Holdings Securities, Inc. Michael has been in the industry since May 4th, 2023. Michael holds a Series 66, Series 7TO and SIE. Michael is registered in Alabama and Florida. Michael has experience in working with corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth and high-net-worth individuals. Michael is located in Birmingham, Alabama.

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

AE Wealth Management, LLC

location

Birmingham, AL

0 Disclosures

ADVISOR BIO

Michael Ballard is a financial advisor registered with AE Wealth Management, LLC based in Birmingham, Alabama. Michael has over 30 years of experience in the financial services industry. Michael is a Registered Investment Advisor (RIA) with a Series 6, Series 7, Series 24, and Series 63 licenses. He also holds a SIE exam license. Michael is committed to providing his clients with personalized financial advice and guidance. In addition to his role at AE Wealth Management, LLC, Michael is also the owner of Alliance Wealth Management Group, Inc., which specializes in insurance planning. Michael is a passionate advocate for financial education and serves as a classroom instructor for American Financial Education Alliance.

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

Stonex Advisors Inc.

location

BIRMINGHAM, AL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Luchtenburg is a financial advisor with Stonex Advisors Inc. based in Birmingham, Alabama. Michael has been in the financial industry since 1999 and has experience working with both individuals and businesses. Michael has passed the Series 66, Series 7 and Series 24 exams, and currently holds an active Series 66 registration in Arizona.

SPECIALIZATIONS

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

Stonex Advisors Inc.

location

BIRMINGHAM, AL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Ames is a financial advisor at Stonex Advisors Inc. Michael has been in the financial industry since 2011. Michael has been registered with Stonex Advisors Inc. since 2020. Previously, Michael worked at Fifth Third Securities, Inc., SunTrust Investment Services, Inc., and Vanguard Marketing Corporation. Michael holds the Series 6, Series 7, Series 63, and Series 66 securities licenses. Michael has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Michael's areas of specialization include 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
FINANCIAL CONSULTING SERVICES
Unclaimed

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Dupre is a registered representative with Concourse Financial Group Securities, Inc. in Birmingham, Alabama. Michael has been in the securities industry since 2019. Michael is a Series 7TO and SIE licensed representative and has specialized experience in providing investment advice to clients.

SPECIALIZATIONS

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

Stonex Advisors Inc.

location

BIRMINGHAM, AL

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Woytowich is a financial advisor with Stonex Advisors Inc. with over 17 years of experience in the financial services industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, 66 and 7 licenses, as well as the Securities Industry Essentials (SIE) exam. Michael has been working with Stonex Advisors Inc. since June 2020. Previously, Michael was with QUESTAR CAPITAL CORPORATION and USALLIANZ SECURITIES, INC. Michael specializes in financial planning, portfolio management for businesses and individuals, 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
FINANCIAL CONSULTING SERVICES

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