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

Mainsail Asset Management, LLC | PFS ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

William Parsons is a registered Investment Advisor Representative with Mainsail Asset Management, LLC. William has been in the industry since August 2003. William is licensed in Alabama and Texas. William's specialties include investment companies, corporations, individual clients and charitable organizations. William holds the Series 65 license and the Personal Financial Specialist designation.

SPECIALIZATIONS

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

Waverly Advisors, LLC

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

William J. McMahon is a Registered Investment Advisor representative with Waverly Advisors, LLC in Birmingham, AL. William holds a Series 65 license and is registered with the state of Alabama. William has been in the industry since 2012 and has experience working with charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. William specializes in portfolio management for businesses and individuals as well as providing financial planning and selection of other advisers services.

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

HEADLAND, AL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

William Barnes is a financial advisor with Edward Jones. William has over 20 years of experience in the financial services industry. William's areas of expertise include financial planning, portfolio management, and pension consulting. William is committed to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

MOBILE, AL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

William Huddle is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 1999. William specializes in providing financial advice to individuals, corporations, and charitable organizations. William is also registered with the following states: Alabama, Arkansas, California, Florida, Georgia, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. William is dedicated to providing his clients with personalized financial advice and guidance.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FAIRHOPE, AL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

William Naff is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. William has been working in the financial services industry since 1997 and is licensed in 52 states and 2 districts. William specializes in providing a variety of investment products and services to individuals, businesses, and institutions. William has a comprehensive understanding of the financial markets and is committed to providing his clients with personalized financial advice.

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

Independent Advisor Alliance, LLC

location

Vestavia Hills, AL

0 Disclosures

ADVISOR BIO

William Drake Connor is an Investment Advisor Representative registered with Independent Advisor Alliance, LLC. William has been in the financial services industry since August 2013. William is licensed to provide financial advice in Alabama and Texas.

SPECIALIZATIONS

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

Birmingham, AL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

William Cummings is a financial advisor at Morgan Stanley with over 20 years of experience in the financial services industry. William is registered to provide investment advice in 30 states and the District of Columbia, and holds Series 7 and 63 licenses as well as the SIE exam. William has previously worked for BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Southtrust Securities, Inc., and Amsouth Investment Services, Inc.

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

Ameriprise Financial Services, LLC

location

ALBERTVILLE, AL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

William Brock Colvin is a registered representative with Ameriprise Financial Services, LLC. William is licensed to offer securities in Alabama and Arizona, Florida, Georgia, Michigan and Mississippi. William has been in the industry since 2021 and has a Series 66, Series 7TO and a SIE. William specializes in financial planning, pension consulting, educational seminars, and publication of periodicals, portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Gibbs Wealth Management, LLC

location

Birmingham, AL

disclosure

1 Disclosures

ADVISOR BIO

William Earl Smith is an investment advisor representative with Gibbs Wealth Management, LLC. William has over 20 years of experience in the financial services industry. William holds Series 6, 7, 63, and 65 securities licenses. William has previously worked for World Equity Group, Inc., Taylor Capital Management Inc., Planmember Securities Corporation, and VALIC Financial Advisors, Inc. William specializes in providing financial advice to individuals and high-net-worth individuals.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MOBILE, AL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

William March Moore is a financial advisor with Stifel, Nicolaus & Company, Inc. William has been in the industry since 2003 and has worked for several firms before joining Stifel. William has a wide range of experience and is registered to provide investment advice in several states.

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 Pooled Investment Vehicles

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