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Advisors in Birmingham, Alabama
1,316 Results
Unclaimed

Stonex Advisors Inc.

location

BIRMINGHAM, AL

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David William Allen is a financial advisor with Stonex Advisors Inc., based in Birmingham, AL. David William Allen has been in the financial services industry since 1989. David William Allen has licenses and registrations in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. David William Allen has experience with individuals, corporations, charitable organizations, and high-net-worth individuals. David William Allen also previously worked for Sterne, Agee & Leach, Inc., Wachovia Securities, LLC and Southtrust Securities, LLC.

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

Money Management Services Inc.

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

David Wiggins is an investment advisor representative at Money Management Services Inc. David has been in the industry since 2012 and has a Series 65 license. David has been with Money Management Services Inc. since 2017. David has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and other institutions. Money Management Services Inc. provides investment consulting, financial planning, educational seminars, and portfolio management services.

SPECIALIZATIONS

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

Kassouf Wealth Advisors, LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

David Paul Kassouf is a financial advisor in BIRMINGHAM, AL. David Kassouf is a Director at Kassouf & Co., P.C., a certified public accounting firm, and is a Member of Kassouf Retirement Plan Services, LLC, a pension consulting firm. David Kassouf is registered with the state of Alabama and has been in the industry since 1974.

SPECIALIZATIONS

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

Colarion | CFP ® (Certifications)

location

BIRMINGHAM, AL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

David Jackson is a financial advisor with over 10 years of experience in the industry. David is registered with the Securities and Exchange Commission and holds Series 7, 66, and SIE licenses. David is a Certified Financial Planner™ professional and has been with Colarion since December 2023. Previously, David has worked for jhh wealth, LLC and Allen C. Ewing & Co. David specializes in providing financial planning services to individuals, families, and businesses. David also provides portfolio management services for individuals, families, and businesses. David holds a license to sell life insurance products and can help clients with their insurance needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Bmss Wesson Wealth Solutions | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

David Andrew Hinshaw is an investment advisor representative with Bmss Wesson Wealth Solutions. David has been in the industry since September 2020. David holds the Series 65 license, which is a Uniform Investment Adviser Law Examination. David is a Certified Financial Planner. David is licensed to advise in Alabama and Georgia. Bmss Wesson Wealth Solutions provides financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. They offer portfolio management services for individuals and businesses. They also provide educational seminars and publication of periodicals.

SPECIALIZATIONS

Financial Planning 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

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Gilchrist is a financial advisor at Stifel, Nicolaus & Company, Inc. David has over 27 years of experience in the financial services industry. David holds the Series 63 and Series 7 licenses, as well as the SIE. David specializes in providing financial planning, portfolio management, and investment advisory services to individual investors, businesses, and trusts. David has a proven track record of success in helping clients achieve their financial goals. Prior to joining Stifel, Nicolaus & Company, Inc., David worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.

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

NBC Securities, Inc.

location

BIRMINGHAM, AL

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Edwin Hope is a financial advisor who has been in the industry since 1986. David Edwin Hope currently works at NBC Securities, Inc. in Birmingham, Alabama. David Edwin Hope previously worked at UVEST FINANCIAL SERVICES GROUP, INC., AMSOUTH INVESTMENT SERVICES, INC., BANC ONE SECURITIES CORPORATION, SYNOVUS SECURITIES, INC., ARGENT SECURITIES, INC., STONEWORTH SECURITIES, INC., THE PLANNER'S SECURITIES GROUP, INC., MARSHALL & CO. SECURITIES, INC., EASTERN CAPITAL SECURITIES, INC. and ISFA CORPORATION. David Edwin Hope is a Registered Representative and Investment Advisor Representative. David Edwin Hope has passed the Series 3, 4, 7, 24, 27, 53, 55, 63, 65, 66, 99TO and SIE exams. David Edwin Hope is registered in Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Massachusetts, Mississippi, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Tennessee and Washington. David Edwin Hope specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

David Overway is a financial professional with over 20 years of experience in the industry. Currently, David is registered with Concourse Financial Group Securities, Inc. David's previous experience includes roles at AIG Capital Services, Inc., Country Capital Management Company, Sammons Securities Company, LLC, W&S Brokerage Services, Inc., Sigma Financial Corporation, and Securian Financial Services, Inc. David has a broad range of experience and holds licenses for Series 6, 7, 26 and 63. David offers a variety of financial services including financial planning, pension consulting, and educational seminars.

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

33 Years Experience

0 Disclosures

ADVISOR BIO

David Whitcomb Hennings is an investment advisor representative with Stonex Advisors Inc. in Birmingham, Alabama, and Oak Park, Illinois. David has been in the financial services industry since April 26, 1992. David is registered with the following state securities authorities: Alabama, Colorado, Florida, Illinois, Indiana, Maryland, Michigan, Mississippi, Missouri, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. David also offers financial planning, educational seminars, 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
FINANCIAL CONSULTING SERVICES
Unclaimed

Savant Wealth Management | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

David Harris is a financial advisor with Savant Wealth Management. He is a Certified Financial Planner and has been in the industry since 1989. David has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.

SPECIALIZATIONS

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

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