Years of Experience
5-20+ Years
HUNTSVILLE, AL
3 Years Experience
0 Disclosures
ADVISOR BIO
Lacey Hodde is an investment advisor representative with Wells Fargo Clearing Services, LLC. Lacey has been in the financial services industry since 2009. Lacey specializes in providing financial planning services, portfolio management, and investment consulting for individuals and businesses.
SPECIALIZATIONS
BIRMINGHAM, AL
5 Years Experience
0 Disclosures
ADVISOR BIO
Lacey Maxwell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Birmingham, Alabama. Lacey has been in the industry since 2018 and is registered with the state of Alabama. She holds several licenses including Series 6, 7, 63, and SIE, allowing her to offer a range of financial services to individuals and businesses. Before joining Merrill Lynch, Lacey worked with Wells Fargo Clearing Services, LLC. Lacey has a strong track record of success in the financial services industry, and is committed to providing her clients with personalized and comprehensive financial advice.
SPECIALIZATIONS
HUNTSVILLE, AL
12 Years Experience
0 Disclosures
ADVISOR BIO
Lacey Scott Simmons is a financial advisor who has been in the industry since 2012. Simmons is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2019. Previously, Simmons was with Edward Jones from 2012 to 2019. Simmons offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. Simmons holds Series 66, 7 and SIE licenses.
SPECIALIZATIONS
BIRMINGHAM, AL
4 Years Experience
0 Disclosures
ADVISOR BIO
Laci Paige Graul is a financial advisor at Edward Jones, located in Birmingham, Alabama. Laci has been in the industry for over 3 years, and is registered in Alabama and Texas. Laci holds the Series 66, Series 7TO and SIE licenses, and has expertise in financial planning, pension consulting, and selection of other advisors. Laci has worked for Edward Jones since June 2020. Prior to this, Laci worked for Edward Jones in St. Louis, Missouri, and Jacksonville State University in Jacksonville, Alabama.
SPECIALIZATIONS
Hoover, AL
3 Years Experience
0 Disclosures
ADVISOR BIO
Lacy Orton is a financial professional with J.P. Morgan Securities LLC. Lacy is registered with FINRA as a Series 63, 6TO and SIE licensed representative. Lacy has experience providing financial advice to individuals, businesses, and institutions. Lacy has a focus on Financial Planning, Pension Consulting, and Selection of Other Advisers. Lacy is a financial professional that is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
JASPER, AL
8 Years Experience
0 Disclosures
ADVISOR BIO
Laddie Miklovic is a registered representative with Edward Jones. Laddie has been in the financial industry since 2017. Laddie has a Series 7 and Series 66 license and is registered in Alabama, Colorado, Florida, Georgia, Illinois, Mississippi, Nevada, New York and Tennessee. Laddie is also a volunteer firefighter for the Jasper Fire Department. Laddie can provide financial planning, portfolio management for individuals and businesses, and selection of other advisors.
SPECIALIZATIONS
BIRMINGHAM, AL
31 Years Experience
0 Disclosures
ADVISOR BIO
Lajuana Minor is an investment advisor representative with Wells Fargo Clearing Services, LLC. Lajuana has been in the securities industry since 1993. Lajuana is registered in 34 states and holds several licenses and certifications, including Series 7, 63, 65, 24, 9, 10, 55, 3 and SIE. Lajuana has previously worked at Prudential Securities Incorporated, A.B. Watley, Inc., On-Site Trading, Inc., and Sterne, Agee & Leach, Inc. Lajuana specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals.
SPECIALIZATIONS
Birmingham, AL
9 Years Experience
0 Disclosures
ADVISOR BIO
Lakin Ranae Kohl is a financial advisor in Birmingham, Alabama. Lakin has been in the industry since March 7, 2016. Lakin is currently registered with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Lakin specializes in providing financial advice to a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lakin is also a Series 6 and SIE licensed representative.
SPECIALIZATIONS
GADSDEN, AL
22 Years Experience
0 Disclosures
ADVISOR BIO
Lana M. Watwood is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lana has been in the securities industry since March 2003. Lana is registered in 30 states and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since May 2000. Lana holds Series 7, 66, and SIE licenses. Lana also provides investment advisory services.
SPECIALIZATIONS
VESTAVIA HILLS, AL
35 Years Experience
0 Disclosures
ADVISOR BIO
Lance D. Billings has been in the financial services industry since June 7, 1989. Lance D. Billings is currently registered with RFG Advisory, LLC. Lance D. Billings also has experience with WADDELL & REED. Lance D. Billings is licensed in 14 states and has 2 state licenses. Lance D. Billings has 3 product licenses and 2 state licenses. Lance D. Billings's firm provides investment advisory services to individuals, corporations, trusts and charitable organizations. Lance D. Billings's firm focuses on investment management and financial planning. Lance D. Billings's firm is based in Vestavia Hills, Alabama.
SPECIALIZATIONS