Invested Better
Selection of Other Advisors Advisors in Fort Payne, Alabama
6 Results
Unclaimed
location

FORT PAYNE, AL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brian Degaetano is a financial advisor with PNC Investments. Brian is a registered investment advisor in Alabama and has been in the industry since 2006. Brian is also registered as a broker in Alabama, Delaware, Florida, Georgia, Illinois, Kentucky, Mississippi, New Jersey, Tennessee, Texas and Virginia.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Pruco Securities, LLC

location

Fort Payne, AL

experience

28 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Douglas Phillip Wilks is a financial professional with over 20 years of experience in the industry. Douglas is currently registered with Pruco Securities, LLC and has previously worked at MML Investors Services, LLC, MSI Financial Services, INC., and Metropolitan Life Insurance Company. Douglas is licensed in Alabama, Arizona, Florida, Georgia, and Tennessee. Douglas has a Series 6, Series 63, and SIE license. Douglas specializes in investments, insurance, retirement planning, estate planning, and college savings plans.

SPECIALIZATIONS

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

LPL Enterprise, LLC

location

Fort Payne, AL

experience

34 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Douglas Crowe has been a financial advisor since June 1991 and is currently registered with LPL Enterprise, LLC. Douglas has a wide range of experience in the industry, including working with MetLife Securities Inc., Metropolitan Life Insurance Company, MML Investors Services, LLC, and Prudential Insurance Company of America. He is a Registered Representative and Investment Advisor Representative for the firm. Douglas holds the Series 6, 7, 24, and 63 licenses and the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Concourse Financial Group Securities, Inc. | CFC ® (Certifications)

location

Fort Payne, AL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

James Houston is a financial professional with over 20 years of experience in the financial services industry. James is currently registered with Concourse Financial Group Securities, Inc. and is located in Fort Payne, Alabama. James has worked in the financial services industry since June 24, 1999 and has held a variety of roles including a financial advisor with Northwestern Mutual Investment Services, LLC and CUNA Brokerage Services, Inc. James has a variety of experience in working with individuals and businesses, and holds a Chartered Financial Consultant designation. James provides consulting and financial product sales and service to clients. In addition to their financial services experience, James also has experience in human resources consulting and as a Notary Public. James offers financial planning, portfolio management for businesses and individuals, selection of other advisors, 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

LPL Financial LLC

location

FORT PAYNE, AL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

John Quincy Akins is a financial advisor registered with LPL Financial LLC. John has been in the industry since January 6, 2014, and has experience working with clients in Alabama and other states. John has a strong background in the financial services industry, having previously worked with firms such as AXA Advisors, LLC, MetLife Securities Inc, Cetera Investment Services LLC, and Center Street Securities, Inc. John holds a Series 66, Series 7, and SIE license and is currently registered in Alabama, Florida, Georgia, Maine and Tennessee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

FORT PAYNE, AL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Misty Ervin Davis is a financial advisor with LPL Financial LLC. Misty has over 20 years of experience in the financial industry. Misty has a Series 7, Series 6, and Series 63 license. Misty has worked with various financial firms such as BBVA Securities Inc., Next Financial Group, Inc., Morgan Keegan & Company, Inc. and Amsouth Investment Services, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES