ADVISOR BIO

Jacqueline Costner is a financial advisor at LPL Financial LLC in MONTGOMERY, AL. Jacqueline has been in the financial industry since 1997 and has a wide range of experience in securities, variable contracts and investment company products. Jacqueline is registered with FINRA and is licensed in the state of Alabama. Jacqueline has been with LPL Financial LLC since September 2021. Before LPL Financial LLC, Jacqueline worked at BBVA Securities INC. and BBVA Compass Investment Solutions, INC.

SPECIALIZATIONS

ADVISOR BIO

Jadie Thomas Burney iii is an Investment Advisor Representative at BCR Wealth Strategies, where Jadie has been employed since August 2021. BCR Wealth Strategies is an investment advisory firm located in Vestavia, Alabama. Jadie has been in the industry since August 2017, Jadie is registered to provide investment advice in Alabama. Jadie has earned the Series 65 license. BCR Wealth Strategies provides financial planning, pension consulting, and portfolio management services for individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. BCR Wealth Strategies's firm assets under management are approximately $404,481,198.

SPECIALIZATIONS

ADVISOR BIO

Jake Travis is a financial advisor who has been in the industry since 2014. Jake Travis is currently registered with RFG Advisory, LLC in both Alabama and Texas. Jake Travis has worked at a variety of firms in the past including Concourse Financial Group Securities, Inc. and BBVA Securities Inc. Jake Travis has passed a variety of exams including the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, General Securities Representative Examination, Municipal Securities Representative Examination, General Securities Principal Examination, and Municipal Securities Principal Examination. Jake Travis specializes in providing financial advice to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Jakie Monroe Childers is a financial advisor with LPL Financial LLC in Huntsville, Alabama. Jakie has over 25 years of experience in the financial services industry. Jakie has a strong background in providing investment advice, financial planning, and retirement planning services. Jakie is registered with the state of Alabama and other states, and is a registered representative of LPL Financial LLC. Jakie is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Nix is a financial advisor currently registered with LPL Financial LLC, an independent broker-dealer, with a branch office in Birmingham, Alabama. James has been in the financial services industry for over 35 years. He is licensed in several states and specializes in providing a wide range of financial services to individuals, businesses, and retirement plans. James has a strong understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals. His expertise includes investment advice, financial planning, retirement planning, insurance, and estate planning. James also holds a Series 3, 7, and 63 licenses. Prior to joining LPL Financial LLC, James has worked with Triad Advisors, LLC and MML Investors Services, Inc.

SPECIALIZATIONS

ADVISOR BIO

James Bradford Stark is a financial advisor with over 40 years of experience in the industry. James is registered with OneAscent Financial Services LLC and has been with the firm since December of 2018. James is also registered as an Investment Advisor Representative in Delaware and New Jersey. James has a strong background in financial planning, wealth management, and asset management. James also has experience in fixed and traditional insurance sales. James is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. James holds the Series 6, Series 66 and SIE licenses. James is also a member of BNI Business Builders Chapter, a business networking organization. James is a strong advocate for community involvement and serves as a lake water quality control trustee for Swartswood Lakes and Watershed. James has a long history of working with clients of various ages, backgrounds, and financial needs. James is a highly regarded financial advisor and has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James C. Puckett is a Registered Representative with Synovus Securities, Inc. James C. Puckett has been in the financial services industry since 2011. Prior to joining Synovus Securities, Inc., James C. Puckett was with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. James C. Puckett is licensed to offer securities in Alabama.

SPECIALIZATIONS

ADVISOR BIO

James Harrison is a financial advisor with LPL Financial LLC in Birmingham, Alabama. James has been in the financial industry since 1992. James is a registered representative of LPL Financial LLC. James has a Series 7, Series 31, Series 63, and Series 65 license. James has been registered with LPL Financial LLC since 2015. Prior to that, James was registered with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and A. G. Edwards & Sons, Inc.. James provides financial planning, investment management, and consulting services.

SPECIALIZATIONS

ADVISOR BIO

James Andrew Froehlich is a financial advisor with Concourse Financial Group Securities, Inc. James is a licensed securities agent and holds the Series 6 and SIE licenses. James has been in the industry since 2004. James's primary office is located in Birmingham, Alabama.

SPECIALIZATIONS

ADVISOR BIO

James Kelley Vaughn is a financial advisor with Raymond James & Associates, Inc. James has been in the financial services industry since 1995 and is registered with the state of Alabama and Texas. James's previous experience includes working for Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., Compass Brokerage, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and Proequities, Inc.. James's specializations include Investment Advisory Services, Portfolio Management, Financial Planning and Retirement Planning.

SPECIALIZATIONS