Invested Better
Educational Seminars & Workshops Advisors in Alabama
3,286 Results
Unclaimed

LPL Financial LLC

location

BIRMINGHAM, AL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Atley Thaggard is a financial advisor who has been in the industry since August 2009. Joshua is currently registered with LPL Financial LLC and is based in Birmingham, Alabama. Prior to his current role, Joshua was employed by WELLS FARGO ADVISORS, LLC in Tuscaloosa, Alabama, where he worked as a financial advisor from September 2007 to September 2016. Joshua holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Joshua has a strong background in financial planning and portfolio management, with experience working with both individuals and businesses.

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

Voya Financial Advisors, Inc. | CFP ® (Certifications)

location

OPELIKA, AL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Laxson is a financial advisor with Voya Financial Advisors, Inc. based in Opelika, Alabama. Joshua has been in the financial industry since 2013. Joshua is licensed in Alabama, Florida, Georgia, and Ohio. Joshua has earned the Series 6, 7, 63, and 65 licenses. Joshua is a Certified Financial Planner and offers financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

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

Waverly Advisors, LLC

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Joshua Layne Reidinger is an Investment Advisor Representative at Waverly Advisors, LLC, where has been since January 2022. Joshua has over 20 years of experience in the financial services industry. Prior to joining Waverly Advisors, Joshua was with Warren Averett Asset Management, LLC and Warren Averett, LLC. Joshua is registered with the state of Alabama, Florida, and Texas. Joshua holds the Series 7 and Series 66 securities licenses. Joshua specializes in portfolio management, financial planning, pension consulting, 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 Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

MOUNTAIN BROOK, AL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Joshua Randall Little is a financial advisor who has been in the industry since December 14, 2022. Joshua currently works with LPL Financial LLC. Joshua is registered with the state of Alabama. Joshua holds Series 7TO, Series 66 and SIE licenses. The advisor works with individual clients, high net worth individuals, pension and profit sharing plans, corporations, insurance companies, charitable organizations and other clients. Joshua is registered with the following states: Alabama, Florida, Tennessee, Texas.

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

Synovus Securities, Inc.

location

BIRMINGHAM, AL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Joy Lynn Aldridge is a Registered Representative with Synovus Securities, Inc. with over 25 years of experience in the financial services industry. Joy has been with Synovus Securities, Inc. since March 2007. Prior to that, Joy was a Registered Representative with Southtrust Securities, LLC and Chase Securities Inc.. Joy is licensed in Alabama and holds the Series 7, Series 24, Series 27, Series 53, Series 63, Series 99TO and SIE licenses. Joy specializes in providing investment advice and services to individuals, corporations, and retirement plans.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX RELATED SERVICES, ADMINISTRATIVE SERVICES
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BIRMINGHAM, AL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Joyce Zavresa is a financial advisor who has been in the industry since 2008. Joyce has a combined 38 years of experience in the financial services industry. Joyce is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and offers investment advisory services through Merrill Lynch, Pierce, Fenner & Smith Inc. and has a variety of financial services licenses and registrations.

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

Stonex Advisors Inc.

location

Hoover, AL

experience

38 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Judson Smith is an investment advisor representative with Stonex Advisors Inc. and has been in the securities industry since 1986. Judson is registered with the state of Alabama and has been with Stonex Advisors Inc. since June 2016. Previous employers include Sterne, Agee & Leach, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Legg Mason Wood Walker, Incorporated, Howard, Weil, Labouisse, Friedrichs Inc., and Buchanan & Co., Inc. Judson offers a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.

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

Wells Fargo Advisors Financial Network, LLC | CFP ® (Certifications)

location

HOMEWOOD, AL

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Judson David Morrison is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Homewood, Alabama. Judson has been in the financial services industry since 2009 and holds the Series 7, Series 66, and SIE licenses. Judson also holds the Certified Financial Planner designation.

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

Wells Fargo Advisors Financial Network, LLC

location

HOMEWOOD, AL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Judson Fleming is a financial advisor with over 18 years of experience in the industry. Judson is currently registered with Wells Fargo Advisors Financial Network, LLC in both Alabama and Texas. Prior to this role, Judson was a registered representative with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and AmSouth Investment Services, Inc. Judson is also a Series 6, 7, 9, 10, 63 and 66 licensed professional. Judson is a specialist in retirement planning, investment management, and insurance products.

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

Truewealth Advisors, LLC

location

HOOVER, AL

0 Disclosures

ADVISOR BIO

Judy Denise Holt is a registered Investment Advisor Representative with Truewealth Advisors, LLC. Judy is based in Hoover, Alabama and has been in the industry since 2012. Judy holds a Series 6, Series 63 and Series 65 license. Previously, Judy was an agent for Concourse Financial Group Securities, Inc. and Williamson Financial Services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ADVISORY CONSULTING

Need help matching

with the right advisor?