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

Colomb Investment Management Company, LLC | CFC ® (Certifications)

location

Daphne, AL

disclosure

5 Disclosures

ADVISOR BIO

Thomas Phillip Webb is a registered Investment Advisor Representative with Colomb Investment Management Company, LLC. Thomas has been in the financial services industry since 1984, and has a wealth of experience advising individuals and families. Thomas has also worked with PARK AVENUE SECURITIES LLC, GREAT AMERICAN ADVISORS, INC., LSA SECURITIES, INC., LEGACY FINANCIAL SERVICES, INC., FIDELITY EQUITY SERVICES CORPORATION, LINSCO/PRIVATE LEDGER CORP., CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC., W. S. GRIFFITH & CO., INC., HOME LIFE INSURANCE COMPANY and TURNER SECURITIES, INC. Thomas is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

Southeast Asset Advisors, LLC

location

Mobile, AL

0 Disclosures

ADVISOR BIO

Thomas Leland is an Investment Advisor Representative registered in the state of Alabama and Texas. Thomas is affiliated with Southeast Asset Advisors, LLC. Thomas has been in the industry for 28 years. Thomas Leland was previously registered with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and Legg Mason Wood Walker, Incorporated. Thomas Leland has passed the Series 63, Series 65, Series 7 and SIE exams.

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
location

Huntsville, AL

experience

35 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Thomas B. Keene is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Morgan Stanley in Alabama and Texas. Prior to joining Morgan Stanley, Thomas was registered with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Regions Investment Company, Inc.. Thomas has a wide range of experience, including financial planning, portfolio management, and investment advisory services. Thomas is also registered to provide investment advice to individuals, businesses, investment companies, and pension plans.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MOBILE, AL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Lilly is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since April 2017. Thomas has Series 66, Series 7 and SIE licenses and has a background in finance and healthcare. He provides financial planning, pension consulting, and portfolio management services for individuals and businesses.

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

Morgan Stanley | CFP ® (Certifications)

location

Birmingham, AL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Israel is a financial advisor with Morgan Stanley. Thomas has been in the financial services industry since 2003 and holds a Series 7, Series 66, and SIE. Thomas is registered with FINRA and the states of Alabama and Texas. Thomas provides financial planning and asset allocation advice to individuals, businesses, and investment companies.

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

Oneascent Financial Services LLC | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Thomas Edward Powell is a financial advisor registered in Alabama, Florida and Texas. Thomas is a Certified Financial Planner and has been in the industry since 1989. Thomas is currently registered with Oneascent Financial Services LLC, Oneascent Wealth Management, and Oneascent Family Offices. Thomas has previously been associated with EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Thomas's office is located in Birmingham, AL and he is affiliated with multiple firms.

SPECIALIZATIONS

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

Benjamin F. Edwards & Company, Inc.

location

BIRMINGHAM, AL

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc. based in Birmingham, Alabama. Thomas has been in the industry since 1987 and has held previous roles with WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., UBS PAINEWEBBER INC., MORGAN KEEGAN & COMPANY, INC., LEGG MASON WOOD WALKER, INCORPORATED, and STERNE, AGEE & LEACH, INC.. Thomas holds the Series 7 and Series 63 securities licenses and the SIE exam. Thomas specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers.

SPECIALIZATIONS

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

Leavell Investment Management, Inc.

location

MOBILE, AL

0 Disclosures

ADVISOR BIO

Thomas Wayne Leavell is an investment advisor representative with Leavell Investment Management, Inc. Thomas has been active in the investment advisory industry since July 1979. Thomas is registered with the state of Alabama and Florida. Thomas is currently registered with Leavell Investment Management, Inc. Thomas has a Series 63 license.

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

Birmingham, AL

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Atticus Norris is a financial advisor registered with Morgan Stanley. Thomas Norris has been in the industry since June 2001 and has been with Morgan Stanley since June 2009. Thomas Norris has a Series 7 and 63 license and a Series 65 license. Thomas Norris is registered in several states. Thomas Norris's clients include individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. The services provided include portfolio management for individuals, corporations, and investment companies, financial planning, pension consulting, selection of other advisors, and educational seminars.

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

Jackson Thornton Asset Management, LLC | PFS ® (Certifications)

location

DOTHAN, AL

0 Disclosures

ADVISOR BIO

Thomas Bedsole is a registered Investment Advisor Representative in Alabama and Texas. He is affiliated with Jackson Thornton Asset Management, LLC, a firm based in Montgomery, Alabama. Thomas has over 40 years of experience in the financial services industry. He has served clients in the Dothan area for over 40 years. His experience includes working with individuals, high-net-worth individuals, trusts, foundations, and retirement plans. He also provides financial planning services. Thomas holds the Series 65 exam. He is a Personal Financial Specialist. His expertise in financial planning and asset management allows him to guide clients in achieving their financial goals.

SPECIALIZATIONS

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

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