Years of Experience
5-20+ Years
BIRMINGHAM, AL
9 Years Experience
0 Disclosures
ADVISOR BIO
William Biggio is a financial advisor who has been in the industry since 2015. William is registered with Stifel, Nicolaus & Company, Inc. William holds the Series 63, SIE, Series 50 and Series 52 licenses and is registered in 53 states and territories.
SPECIALIZATIONS
BIRMINGHAM, AL
31 Years Experience
0 Disclosures
ADVISOR BIO
William Martin is a financial advisor in Birmingham, AL. He has been working in the financial industry since 1993 and is currently registered with Stonex Advisors Inc. William has experience working with individuals, businesses and charitable organizations. He holds several licenses and designations, including the Series 6, Series 62, Series 26, and SIE licenses. He is also a Chartered Financial Consultant. William provides financial planning, portfolio management, and educational seminars to his clients. His areas of specialization include retirement planning, college savings, and estate planning. William has a strong track record of success and is committed to helping his clients achieve their financial goals.
SPECIALIZATIONS
Birmingham, AL
0 Disclosures
ADVISOR BIO
William O'neal Hocutt is a Certified Financial Planner with Savant Wealth Management. William has been in the financial services industry since 2003 and has a diverse background in tax preparation, accounting, and real estate. William has held previous roles with LPL Financial LLC, Ameritas Investment Corp., and The Advisors Group, Inc.. William holds the Series 66, SIE, and Series 7 licenses. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, families, and businesses.
SPECIALIZATIONS
Birmingham, AL
29 Years Experience
0 Disclosures
ADVISOR BIO
William Thomas Hammett has been in the financial services industry since May 1996. William has a Series 7, Series 63 and SIE license. William is currently registered with Ameriprise Financial Services, LLC in Alabama and Texas. William has also been registered with IDS LIFE INSURANCE COMPANY in Minnesota. William is a registered investment advisor in Alabama and Texas. Currently, William is providing investment advice to high-net-worth individuals, trusts and estates, insurance companies, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
SPECIALIZATIONS
Birmingham, AL
3 Years Experience
0 Disclosures
ADVISOR BIO
William Dwayne Eaton is a financial advisor with Concourse Financial Group Securities, Inc. based in Birmingham, AL. Eaton has over 20 years of experience in the financial services industry. William Eaton is licensed to sell securities in Alabama. Eaton specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to individual and corporate clients.
SPECIALIZATIONS
Birmingham, AL
23 Years Experience
0 Disclosures
ADVISOR BIO
William H. Caine has been a registered representative since March 2002. William is currently employed by Morgan Stanley, which is a large firm with over $1 trillion in assets under management. William has been with Morgan Stanley since June 2009. William's previous experience includes working for UBS Financial Services Inc. William holds the Series 7, 31, and 66 licenses, as well as the SIE exam. William is also registered in 27 states.
SPECIALIZATIONS
BIRMINGHAM, AL
37 Years Experience
0 Disclosures
ADVISOR BIO
William Hoke Poe is a financial advisor currently working at Stifel, Nicolaus & Company, Inc. William has been in the industry since 1988. William is registered in multiple states and is licensed to provide investment advice and securities trading services. William has held past positions at Sterne, Agee & Leach, Inc., and First Birmingham Securities Corporation.
SPECIALIZATIONS
Birmingham, AL
17 Years Experience
0 Disclosures
ADVISOR BIO
William Scroggins is a financial advisor who has been in the industry since 2008. William is registered with Sagespring Wealth Partners, a registered investment advisor, and currently holds licenses in Alabama and Texas. William Scroggins has a variety of experience working with different firms like LPL Financial LLC, VALIC Financial Advisors, Inc. and Raymond James Financial Services, Inc. William Scroggins is a CERTIFIED FINANCIAL PLANNER™ professional and provides financial planning and portfolio management services for both individuals and businesses.
SPECIALIZATIONS
BIRMINGHAM, AL
30 Years Experience
1 Disclosures
ADVISOR BIO
Willis Cobb Hagan has been working in the financial industry since 1995. Currently, Willis is registered as an Investment Advisor Representative with Raymond James & Associates, Inc. in Birmingham, Alabama. Previously, Willis was with MORGAN KEEGAN & COMPANY, INC. in Birmingham, Alabama. Willis has a diverse background with experience across various industries, including financial planning, pension consulting, and portfolio management for businesses and individuals. Willis is committed to providing sound financial advice and helping clients achieve their financial goals.
SPECIALIZATIONS
BIRMINGHAM, AL
32 Years Experience
0 Disclosures
ADVISOR BIO
Winfield Malone Baird is a financial advisor in Birmingham, Alabama. Winfield is registered with Wells Fargo Advisors Financial Network, LLC and has been in the industry since 1992. Winfield is a Certified Financial Planner and specializes in various financial services, including financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. Winfield is also a registered investment advisor in Alabama and is a member of the Society of the Revolution. Winfield has a broad range of experience and expertise, making him a valuable resource for individuals and families looking for financial guidance.
SPECIALIZATIONS