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

Osaic Wealth, Inc.

location

Birmingham, AL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Barry Robert Moore is a financial advisor with over 36 years of experience in the financial services industry. Barry is currently registered with Osaic Wealth, Inc. in Birmingham, Alabama. Prior to joining Osaic Wealth, Inc. Barry was with Securities America, Inc. in Birmingham, Alabama. Barry is a Series 6 and Series 63 licensed professional. Barry's specializations include: Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Garrison is a financial advisor at Stifel, Nicolaus & Company, Inc. Benjamin has been in the industry for over 6 years and holds a Series 66 license. Benjamin specializes in helping individuals, families, and businesses with financial planning and investment management.

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

17 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Curtis Rivet is a financial advisor with Concourse Financial Group Securities, Inc. based in Birmingham, AL. Benjamin has been in the industry since 2008 and holds the Series 6, Series 63 and SIE licenses. He has a wide range of experience, having previously worked at AIG Capital Services, Inc. and PRUCO Securities, LLC. Benjamin has a strong track record of success in helping clients reach 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
Unclaimed

Oneascent Financial Services LLC

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Benjamin Jonathan Craft is a registered Investment Advisor Representative in Alabama. Craft is affiliated with Oneascent Financial Services LLC and Oneascent Wealth Management. Benjamin Craft has been in the financial services industry since June 2016.

SPECIALIZATIONS

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

NBC Securities, Inc.

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Benjamin Brock Dorr is a registered representative with NBC Securities, Inc., located in Birmingham, AL. Benjamin is a financial advisor with a strong focus on meeting the financial needs of high-net-worth individuals, corporations, charitable organizations, and pension plans. He offers a range of advisory services, including financial planning, portfolio management, and selection of other advisors. Benjamin is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He is licensed to conduct business in Alabama, Georgia, Kentucky, and Ohio.

SPECIALIZATIONS

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

1919 Investment Counsel, LLC

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Benjamin Hanson Slaughter is an investment advisor representative with 1919 Investment Counsel, LLC in Birmingham, AL. Benjamin Slaughter has been in the industry for over 15 years. He is registered with the state of Alabama as an investment advisor. His primary firm is 1919 Investment Counsel, LLC. Previously, Benjamin Slaughter worked at Sterne, Agee & Leach, Inc. and Porter, White & Company, Inc. He holds the Series 7, Series 63, Series 53 and Series 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
NONDISCRETIONARY INVESTMENT ADVICE AND CERTAIN FAMILY OFFICE SERVICES
Unclaimed

Eagle Strategies LLC

location

BIRMINGHAM, AL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Parker Gregory is a financial advisor at Eagle Strategies LLC. Benjamin has over 8 years of experience in the financial industry, having worked for New York Life Insurance Company and NYLIFE Securities LLC before joining Eagle Strategies. Benjamin is registered as a registered representative (RR) in Alabama, Florida, North Carolina, and Virginia and as an investment advisor representative (IAR) in Alabama. Benjamin holds the Series 6, Series 63, Series 65, and SIE licenses.

SPECIALIZATIONS

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

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Kalbaugh is a Registered Representative and Investment Advisor Representative with Concourse Financial Group Securities, Inc., in Birmingham, Alabama. Benjamin has been in the financial services industry since August 2023 and has passed the Series 66, Series 7TO, and SIE exams. Benjamin is also affiliated with Ella Valley Wealth Advisors in Birmingham, Alabama. Benjamin has a strong focus on providing financial advice to high-net-worth individuals, businesses, and corporations.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Gerace is a financial advisor with Stifel, Nicolaus & Company, Inc. in Birmingham, Alabama. He has been in the industry since 1996 and has a diverse background in financial services, including experience with Sterne, Agee & Leach, Inc., Stephens Inc., and J.C. Bradford & Co. Benjamin holds a variety of licenses and registrations, including Series 7, Series 52, Series 53, and Series 63. His areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. He also has experience with municipal securities.

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

Waverly Advisors, LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Benjamin Grey Logan is a financial advisor with Waverly Advisors, LLC, in Birmingham, AL. Benjamin Grey Logan is registered as an Investment Advisor Representative in Georgia. Benjamin Grey Logan has been in the industry for several years and holds the Certified Financial Planner designation. Waverly Advisors, LLC provides a range of financial planning, portfolio management, and advisory services to individuals, businesses, and institutions.

SPECIALIZATIONS

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

Need help matching

with the right advisor?