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

Oneascent Financial Services LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Thomas Edward Powell is a financial advisor registered in Alabama, Florida and Texas. Thomas is a Certified Financial Planner and has been in the industry since 1989. Thomas is currently registered with Oneascent Financial Services LLC, Oneascent Wealth Management, and Oneascent Family Offices. Thomas has previously been associated with EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Thomas's office is located in Birmingham, AL and he is affiliated with multiple firms.

SPECIALIZATIONS

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

Stonex Advisors Inc. | CFP ® (Certifications)

location

BIRMINGHAM, AL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Christopher Bryant is a financial advisor with Stonex Advisors Inc. located in Birmingham, Alabama. Thomas Christopher Bryant is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Thomas Christopher Bryant provides a variety of financial services to individuals, families, and businesses. Thomas Christopher Bryant's specialties include financial planning, investment management, and insurance. Thomas Christopher Bryant holds a Series 66, Series 7TO and a SIE license.

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

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Poe is a financial advisor based in Birmingham, Alabama. Thomas has been in the industry since 1986 and is currently affiliated with Stifel, Nicolaus & Company, Inc. Previously, Thomas worked with Sterne, Agee & Leach, Inc. and Southtrust Securities, Inc. Thomas has a broad range of experience and expertise, and is dedicated to helping clients 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

Birmingham, AL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Israel is a financial advisor with Morgan Stanley. Thomas has been in the financial services industry since 2003 and holds a Series 7, Series 66, and SIE. Thomas is registered with FINRA and the states of Alabama and Texas. Thomas provides financial planning and asset allocation advice to individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Oneascent Financial Services LLC

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Thomas James Claud is an investment advisor representative with Oneascent Financial Services LLC, Oneascent Wealth Management, and Oneascent Family Offices. Thomas has been in the industry since September 2013. Thomas is registered with the state of Alabama and holds a Series 65 license. Thomas specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

AE Wealth Management, LLC

location

Birmingham, AL

0 Disclosures

ADVISOR BIO

Thomas Woods Hill is an investment advisor representative at AE Wealth Management, LLC. Thomas is a Series 65-licensed investment advisor with 14 years of experience in the financial services industry. Thomas is also registered to provide investment advice in Alabama and Texas. Thomas is a financial advisor dedicated to helping clients 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

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Emory Ward is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2015. Thomas specializes in a range of financial planning, portfolio management, and advisory services for individuals, businesses, and pooled investment vehicles. Previously, Thomas worked at Sterne, Agee & Leach, Inc., and Regions Investment Company, Inc. Thomas holds the Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

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

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Christopher Pace is a registered representative with Concourse Financial Group Securities, Inc. Thomas has been in the securities industry for over 6 years. Thomas has passed the Securities Industry Essentials Examination (SIE) and the Series 99 - Operations Professional Examination. Thomas specializes in a range of investment services including portfolio management for individuals and businesses, financial planning, 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
Unclaimed

Kestra Advisory Services, LLC

location

BIRMINGHAM, AL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Campbell is a financial advisor with over 30 years of experience in the industry. Thomas is a Registered Representative and Investment Advisor Representative with Kestra Advisory Services, LLC. Thomas has a broad range of experience, including working for New England Securities and NFP Securities Inc. Thomas also has a commitment to giving back to the community, serving as a director of the Crippled Children's Foundation. Thomas is dedicated to helping clients reach their financial goals, and he provides a variety of services, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Stonegate Investment Group, LLC

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Thomas Lawson Joy is an investment advisor representative with Stonegate Investment Group, LLC. Thomas has been in the industry for 29 years and has a strong track record of success. Thomas holds Series 63, 66 and 7 licenses and is registered in Alabama. He has a strong focus on financial planning, pension consulting and selection of other advisers. Thomas has experience working with high-net-worth individuals, corporations, pension and profit sharing plans, and pooled investment vehicles. Thomas's expertise includes providing investment advice and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?