Invested Better
Selection of Other Advisors Advisors in Alabama
3,077 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

GULF SHORES, AL

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William McAleer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been a financial advisor since December 1993 and has experience in the financial services industry for over 29 years. William is registered as a Registered Representative and an Investment Advisor Representative in Alabama. William has passed the Series 7, Series 9, Series 10, Series 63, and Series 65 exams.

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

Stifel, Nicolaus & Company, Inc.

location

MOBILE, AL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

William March Moore is a financial advisor with Stifel, Nicolaus & Company, Inc. William has been in the industry since 2003 and has worked for several firms before joining Stifel. William has a wide range of experience and is registered to provide investment advice in several 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 Pooled Investment Vehicles
Unclaimed

Waverly Advisors, LLC

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

William J. McMahon is a Registered Investment Advisor representative with Waverly Advisors, LLC in Birmingham, AL. William holds a Series 65 license and is registered with the state of Alabama. William has been in the industry since 2012 and has experience working with charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. William specializes in portfolio management for businesses and individuals as well as providing financial planning and selection of other advisers services.

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
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

BHK Securities, LLC

location

BIRMINGHAM, AL

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

William Beasley is a financial advisor with over 30 years of experience in the industry. He is currently registered with BHK Securities, LLC and BHK Investment Advisors, both located in Birmingham, Alabama. William has a wide range of experience in the financial services industry and is dedicated to helping his clients achieve their financial goals. He has a strong understanding of the investment markets and is committed to providing his clients with personalized financial advice. He has earned numerous licenses and designations, including the Series 63, Series 65, Series 7, and Series 31. William's previous experience includes roles at Morgan Stanley, Citigroup Global Markets Inc., and Sterne, Agee & Leach, Inc.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BIRMINGHAM, AL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

William Brent Crabb is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been in the financial industry since 2011 and holds a variety of licenses and registrations. William’s previous experience includes time with PROEQUITIES, INC. and MORGAN KEEGAN & COMPANY, INC.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

JMF Capstone Wealth Management | PFS ® (Certifications)

location

TUSCALOOSA, AL

0 Disclosures

ADVISOR BIO

William Walker Jessup is an investment advisor representative with JMF Capstone Wealth Management in Tuscaloosa, AL. William is a registered Investment Advisor Representative in Alabama. William Jessup has been working in the financial services industry since 2007. William Jessup is affiliated with JMF Capstone Wealth Management since 2014. William Jessup has a "Personal Financial Specialist" designation.

SPECIALIZATIONS

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

Stonex Advisors Inc. | CFC ® (Certifications)

location

BIRMINGHAM, AL

experience

32 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

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