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

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

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

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

Stonex Advisors Inc. | CFC ® (Certifications)

location

BIRMINGHAM, AL

experience

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

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

Savant Wealth Management | CFP ® (Certifications)

location

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

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

Ameriprise Financial Services, LLC

location

Birmingham, AL

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

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

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

Birmingham, AL

experience

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

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

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

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

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

Sagespring Wealth Partners | CFP ® (Certifications)

location

Birmingham, AL

experience

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

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

BIRMINGHAM, AL

experience

30 Years Experience

disclosure

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

experience

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

Need help matching

with the right advisor?