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

Wells Fargo Clearing Services, LLC

location

BIRMINGHAM, AL

experience

46 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

John Hamilton Pounds Jr. is a financial advisor who has been in the industry since 1978. John is registered with Wells Fargo Clearing Services, LLC and currently works in the Birmingham, AL office. John has experience with both individual investors and institutions. Before joining Wells Fargo, John was with Morgan Stanley, where he worked for several years. John has held his Series 7, Series 63, and Series 65 licenses for many years. John is also registered as an Investment Advisor Representative in Alabama and Texas.

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
Unclaimed

Stonex Advisors Inc.

location

BIRMINGHAM, AL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

John Rosario Benfanti is a registered investment advisor representative with Stonex Advisors Inc. John has been in the financial services industry since September 1, 1989. John has a broad range of experience, including working with high net worth individuals, corporations, and charitable organizations. John is also a licensed insurance agent and manages rental income properties. John holds a Series 7, 24, 63, 65 and 66 license and is registered to conduct business in California and Nevada.

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

NBC Securities, Inc.

location

BIRMINGHAM, AL

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Fontaine Keith is a financial advisor who has been in the industry since 1995. John is currently registered with NBC Securities, Inc., and is a registered representative (Series 7) and a registered investment advisor (Series 65). John has previously worked at Wells Fargo Advisors, LLC, Southtrust Securities, LLC, and Smith Barney Inc. John is licensed in Alabama, California, Florida, Georgia, Idaho, Louisiana, Mississippi, New Jersey, New York, North Carolina, and South Carolina. John has over 25 years of experience in the financial services industry and specializes in providing financial advice to individuals, families, and businesses. John's focus is on developing personalized financial plans that meet the unique needs of each client. John is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Vincent Rucker is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Birmingham, Alabama. John Vincent Rucker has been in the industry since 1991. John Vincent Rucker is registered with the state of Alabama and 29 other states, and has a variety of licenses and registrations. John Vincent Rucker is also a member of the Mountain Brook Chamber of Commerce, the JH Outback Birmingham Board, and the Vestavia Country Club Board of Governors.

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

1919 Investment Counsel, LLC

location

Birmingham, AL

0 Disclosures

ADVISOR BIO

John Raleigh Haas is an investment advisor representative at 1919 Investment Counsel, LLC, located in Birmingham, Alabama. John is a Series 65 licensed investment advisor representative. John is registered to provide investment advice in Alabama. 1919 Investment Counsel, LLC is a firm registered with the SEC. 1919 Investment Counsel, LLC manages over $21 billion in assets. The firm specializes in providing financial planning, pension consulting, portfolio management for individuals, businesses and investment companies, and selection of other advisors.

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
location

Birmingham, AL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

John Parker Wilson is an investment advisor representative with Morgan Stanley. John has been in the industry since April 2014. John is licensed to provide investment advice in Alabama and Texas. John's professional experience includes working with Stifel, Nicolaus & Company, Incorporated and Sterne, Agee & Leach, Inc. John is a registered representative and investment advisor representative. John is a Series 66 and Series 7 licensed advisor. John also holds the Securities Industry Essentials (SIE) exam. John is a member of the Financial Industry Regulatory Authority (FINRA). John is also registered with the state of Alabama and Texas as an Investment Advisor Representative.

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

7 Years Experience

0 Disclosures

ADVISOR BIO

John Luke Lanza is a financial advisor associated with Stifel, Nicolaus & Company, Inc. based in Birmingham, Alabama. John has been in the industry since August 2017. John specializes in providing a range of financial services, including investment planning, portfolio management, retirement planning, and insurance services.

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

Valic Financial Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

BIRMINGHAM, AL

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Lee French is a financial advisor with Valic Financial Advisors, Inc. based in Birmingham, Alabama. John has been in the financial services industry since October 1995. John specializes in providing financial planning services, portfolio management services for individuals, and selection of other advisors. John is registered with the state of Alabama, Florida, Georgia, Kentucky, Mississippi, and Texas. John also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

John Gregg is a financial advisor with over 18 years of experience in the financial services industry. John has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. John is currently registered with Wells Fargo Clearing Services, LLC, a firm with over $500 billion in assets under management. John holds the Series 7, Series 31 and Series 66 licenses. John is also a Certified Financial Planner. John's expertise includes financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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
Unclaimed

Osaic Wealth, Inc.

location

BIRMINGHAM, AL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

John Michael MacHen is an active investment advisor representative with Osaic Wealth, Inc. John has been in the financial industry since 2005. John is registered with the state of Alabama. Osaic Wealth, Inc. is a registered investment advisor with the Securities and Exchange Commission. The firm offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

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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