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

Stonex Advisors Inc.

location

BIRMINGHAM, AL

experience

35 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Randall Beard is an investment advisor representative who has been active in the financial industry since August 17, 1989. Randall is currently registered with Stonex Advisors Inc. and has been with the firm since January 2015. Prior to joining Stonex, Randall worked for WRP INVESTMENTS, INC., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and New England Securities.

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

Edward Jones | CFP ® (Certifications)

location

TUSCALOOSA, AL

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Randall Brett Laney is a financial advisor with Edward Jones in Tuscaloosa, Alabama. Randall has been in the financial services industry since July 2007 and has experience providing financial planning and investment management services to individuals, families, and businesses. Randall is registered with the state of Alabama and has also obtained his Series 7, Series 66, and SIE licenses. Randall holds a Certified Financial Planner designation.

SPECIALIZATIONS

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

Leavell Investment Management, Inc.

location

Birmingham, AL

0 Disclosures

ADVISOR BIO

Randall Freeman is an Investment Advisor Representative at Leavell Investment Management, Inc.. Randall is currently registered in Alabama. Randall has 24 years of experience in the financial services industry. Randall has passed the Uniform Investment Adviser Law Examination (Series 65). Randall Freeman's prior experience includes working at Brasfield & Gorrie, LLC in Birmingham, Alabama.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
EDUCATION TO PARTICIPANTS OF CONSULTING AND ADVISED RETIREMENT PLANS
Unclaimed
location

MOBILE, AL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randolph Benjamin Coale is a registered investment advisor representative with Morgan Stanley, headquartered in Mobile, Alabama. Randolph has been in the industry since 2003 and holds Series 7, 31, 63, and 65 licenses. Randolph previously worked with MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., STERNE, AGEE & LEACH, INC., and SAL FINANCIAL SERVICES, INC. Randolph provides portfolio management for individuals, businesses, and investment companies, as well as financial planning and pension consulting. Randolph is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kentucky, Louisiana, Maryland, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Wisconsin.

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

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Randy Ray Nesbit is a financial professional with over 30 years of experience in the industry. He has a strong background in securities and investment company products, and holds Series 6 and SIE licenses. Currently, Randy is associated with Concourse Financial Group Securities, Inc., working out of their Birmingham, AL office. Before joining Concourse Financial Group Securities, Inc., Randy has been associated with other firms such as Intersecurities, Inc., Washington Square Securities, Inc., Fortis Investors, Inc., and PFS Investments Inc. Randy is also registered with the states of Iowa, Kansas, Missouri, and Nebraska.

SPECIALIZATIONS

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

DOTHAN, AL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Randy Hurst is a financial advisor at Edward Jones. Randy has been in the industry since December 1992. Randy holds Series 7, 63, and SIE licenses and is registered in 28 states. Randy has a diverse client base which includes individuals, high-net-worth individuals, corporations, partnerships, investment clubs, and limited liability companies, as well as charitable organizations and pension and profit-sharing plans. In addition to his work with Edward Jones, Randy is also a partner in HURST ENTERPRISES, LLC, which manages rental properties.

SPECIALIZATIONS

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

FLORENCE, AL

0 Disclosures

ADVISOR BIO

Raven Callianne Cordle is a financial advisor with Edward Jones. Raven has been in the industry since 2024 and has a Series 7TO and SIE license. Raven specializes in helping individuals and families with their financial planning, portfolio management, and pension consulting needs. Raven is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Kestra Advisory Services, LLC

location

MOBILE, AL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Raymond McCaffrey is a registered investment advisor representative with Kestra Advisory Services, LLC. Raymond is licensed to offer securities and investment advice in Alabama and Georgia. Raymond has been in the securities industry since March 2022 and is actively registered with FINRA and the state of Alabama. Raymond is also registered as an investment advisor representative with Kestra Investment Services, LLC. Raymond specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

SPECIALIZATIONS

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

Morgan Stanley | CFP ® (Certifications)

location

Huntsville, AL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Rutland is a financial advisor with over 35 years of experience in the financial services industry. Raymond has been with Morgan Stanley since 2020 and has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. He has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions. Raymond is a Certified Financial Planner® and holds the Series 7, Series 63, and Series 65 licenses. He is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Certified Financial Planner Board of Standards. Raymond is dedicated to helping clients achieve their financial goals and providing them with the highest level of personalized service.

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

Transamerica Financial Advisors, Inc.

location

CULLMAN, AL

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Cecil Mitchell is a registered representative and investment advisor representative with Transamerica Financial Advisors, Inc. in Cullman, Alabama. Raymond has been in the financial services industry since 1987. Raymond holds Series 6, 26, 63 and 65 licenses. Raymond has a diverse background, having previously worked for World Group Securities, Inc. and WMA Securities, Inc. before joining Transamerica Financial Advisors, Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals

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