Years of Experience
5-20+ Years
BIRMINGHAM, AL
0 Disclosures
ADVISOR BIO
Kelly Clary is an Investment Advisor Representative at Waverly Advisors, LLC. Kelly has been in the industry since November 2010 and has held prior positions at G.L.S. & ASSOCIATES, INC. Kelly is registered in Alabama and Florida. Kelly has a Series 6, Series 7, Series 63, and Series 65. Kelly specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles and selection of other advisors.
SPECIALIZATIONS
GUNTERSVILLE, AL
23 Years Experience
0 Disclosures
ADVISOR BIO
Kelly Waldrop is a financial advisor in Guntersville, Alabama, with over 20 years of experience in the industry. Kelly is currently registered with LPL Financial LLC, which is headquartered in Fort Mill, SC. Kelly has held previous roles with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and AmSouth Investment Services, Inc. Kelly is also licensed to sell securities in Alabama.
SPECIALIZATIONS
Mobile, AL
16 Years Experience
0 Disclosures
ADVISOR BIO
Kelsey Rawls brown Lovett is a financial advisor at Ameriprise Financial Services, LLC. Kelsey has been in the industry since 2008 and has experience in providing financial planning, asset allocation services, and portfolio management. Kelsey also provides educational seminars to clients and is a Certified Financial Planner. Kelsey is registered to offer investment advisory services in Alabama and Texas.
SPECIALIZATIONS
FAIRHOPE, AL
5 Years Experience
0 Disclosures
ADVISOR BIO
Kelsie Q. Fisher is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kelsie has been working in the financial services industry since 2014, providing financial guidance and investment advice to clients.
SPECIALIZATIONS
MONTGOMERY, AL
34 Years Experience
0 Disclosures
ADVISOR BIO
Ken Cliff Funderburk is a financial advisor with Stifel, Nicolaus & Company, Inc. Ken has been in the industry since May 13, 1990, and is currently registered in Alabama and Georgia. Ken's expertise includes a variety of investment products and services, including securities, municipal securities, and financial planning. Ken is a dedicated professional who is committed to providing clients with personalized service and sound financial advice.
SPECIALIZATIONS
Ariton, AL
0 Disclosures
ADVISOR BIO
Kendra Byrd is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Kendra has been in the industry since January 2011. Kendra is registered with the state of Alabama as an Investment Advisor Representative. Kendra is licensed to offer investment advisory services to a range of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Kendra’s experience includes working at Thompson, Walker & Associates, LLC and Carr, Riggs & Ingram, LLC before joining Cambridge Investment Research Advisors, Inc. Kendra’s primary office is located in Montgomery, Alabama.
SPECIALIZATIONS
Birmingham, AL
19 Years Experience
0 Disclosures
ADVISOR BIO
Kennedy Y Chua is a financial advisor at Morgan Stanley with over 18 years of experience in the financial industry. Kennedy Y Chua has been registered with the state of Alabama since June 2009 and is also registered in Texas. Previously, Kennedy Y Chua was registered with CITIGROUP GLOBAL MARKETS INC. and UBS FINANCIAL SERVICES INC.. Kennedy Y Chua has a Series 7 and Series 66 licenses and a SIE exam.
SPECIALIZATIONS
BIRMINGHAM, AL
7 Years Experience
0 Disclosures
ADVISOR BIO
Kenneth Gaddis is a financial advisor with Ameriprise Financial Services, LLC, with over 10 years of experience in the financial industry. Kenneth is registered as a broker and investment advisor representative in several states, including Alabama, Georgia, Louisiana, North Carolina, and Oklahoma. Kenneth is a Series 7, Series 66, and SIE exam holder. Kenneth provides various financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, asset allocation services, and educational seminars. Kenneth also holds a leadership position with the Gaddis firm as a President and serves on the board of directors for the DeBary Plantation. Kenneth has expertise in working with individuals, families, and businesses, as well as trusts, estates, charitable organizations, and insurance companies.
SPECIALIZATIONS
Florence, AL
14 Years Experience
0 Disclosures
ADVISOR BIO
Kenneth Davis is a financial advisor registered with Concourse Financial Group Securities, Inc. and has been working in the financial industry since 2009. Kenneth is located in Florence, Alabama and has registered to do business in Alabama, Georgia, Illinois, Mississippi, North Carolina, Tennessee and Texas. Kenneth offers a range of financial services including financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
BIRMINGHAM, AL
20 Years Experience
0 Disclosures
ADVISOR BIO
Kenneth Allen Price is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth Price is licensed in 33 states. Kenneth Price has been in the financial industry since August 2004. Kenneth Price also has prior experience with MORGAN STANLEY DW INC.. Kenneth Price is a registered representative with Financial Industry Regulatory Authority (FINRA). Kenneth Price also holds a Series 66 license and a Series 31 license. Kenneth Price offers financial services including portfolio management for individuals and businesses, as well as pension consulting.
SPECIALIZATIONS
