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

Raymond James Financial Services Advisors, Inc.

location

Huntsville, AL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Gifford is a financial advisor in Huntsville, Alabama. Cynthia has been in the financial services industry since 2013. Cynthia has a Series 7, Series 6, Series 63, and Series 66 licenses. Cynthia works at Raymond James Financial Services Advisors, Inc., and has experience working at BBVA Securities Inc. and Synovus Securities, Inc..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

Montgomery, AL

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Raines is a registered representative with Morgan Stanley. Cynthia is a seasoned professional with over 30 years of experience in the financial services industry. Cynthia has previously worked at CITIGROUP GLOBAL MARKETS INC. and WACHOVIA SECURITIES, LLC. Cynthia offers a variety of financial services including financial planning, pension consulting and portfolio management for individuals, businesses and investment companies. Cynthia is licensed in 42 states and the District of Columbia.

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

Ameriprise Financial Services, LLC

location

Mobile, AL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Cynthia Karns is a financial advisor who works at Ameriprise Financial Services, LLC. Cynthia has been in the industry for over 20 years. Cynthia is registered in 12 states, including Alabama, Texas, Florida, Georgia, Mississippi, North Carolina, Ohio, South Carolina, Tennessee, and Washington. Cynthia's areas of expertise include asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management. Cynthia is dedicated to helping her 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

HUNTSVILLE, AL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Dale Clayton Kuehl is an investment advisor representative at Edward Jones. Dale has been in the financial services industry for over 6 years. Dale is registered with the state of Alabama and Texas. Dale has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Dale also works as a consultant for Amelio Media, LLC in Sicklerville, NJ.

SPECIALIZATIONS

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

NBC Securities, Inc.

location

FAIRHOPE, AL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dale Barton Elliott is a financial advisor registered with NBC Securities, Inc. in Alabama, California, New Mexico, and Wisconsin. Dale Elliott has been in the industry since 1993 and has experience in a variety of areas, including financial planning, pension consulting, and portfolio management. Dale Elliott is a registered representative of NBC Securities, Inc. and a registered investment advisor representative in Alabama, California, New Mexico, and Wisconsin.

SPECIALIZATIONS

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

Edelman Financial Engines

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Dale Hansen is a financial advisor at Edelman Financial Engines. Dale has been in the financial services industry since 2003. Dale is registered with the state of Alabama and Texas to provide investment advisory services. Dale is a Series 6 and Series 65 licensed advisor. Dale was previously employed by American Family Securities, LLC. in Madison, Wisconsin.

SPECIALIZATIONS

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

N.d. Pitman & Company, Inc.

location

MOBILE, AL

0 Disclosures

ADVISOR BIO

Dalton Keith Owens is an Investment Advisor Representative at N.d. Pitman & Company, Inc. Dalton has been in the industry since 2014 and is licensed to conduct business in Alabama, Louisiana, and Texas. Dalton is active in the financial planning and investment management of individuals and businesses, pension consulting, and selecting other advisors for clients. N.d. Pitman & Company, Inc. is a firm based in Mobile, Alabama.

SPECIALIZATIONS

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

Waverly Advisors, LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Dalton Clary is a Certified Financial Planner® and an Investment Advisor Representative at Waverly Advisors, LLC, a registered investment advisor firm based in Birmingham, Alabama. Dalton has experience in financial planning, portfolio management for individuals and businesses, and providing pension consulting. He is also registered in Alabama. Dalton focuses on providing financial advice to individuals, high-net-worth individuals, charitable organizations, corporations, 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

International Assets Investment Management, LLC | CFP ® (Certifications)

location

SPANISH FORT, AL

disclosure

15 Disclosures

ADVISOR BIO

Damian Marlon Bell is a financial advisor with International Assets Investment Management, LLC. Damian has been a financial advisor for over 20 years and has a diverse background in financial services. Damian has worked for various companies in the industry, including Merrill Lynch, Prudential Securities Incorporated, and Wachovia Securities Financial Network. Damian holds a Series 7, Series 63, Series 24 and Series 65 license and is also a Certified Financial Plannerâ„¢. Damian has a deep understanding of the financial planning process and can assist clients with a variety of financial needs, such as retirement planning, investment management, and insurance.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

FAIRHOPE, AL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Damon Michael Henderson is an Investment Advisor Representative with Raymond James & Associates, Inc. Damon has been in the industry since April 29, 1996. Damon is registered to provide investment advice in Alabama, California, Colorado, Florida, Georgia, Indiana, Louisiana, North Carolina and Texas. Damon is also registered with FINRA. Previously, Damon worked at RBC Capital Markets, LLC, Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., A. G. Edwards & Sons, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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