Years of Experience
5-20+ Years
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
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
HEADLAND, AL
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
MOBILE, AL
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
FAIRHOPE, AL
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
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
Birmingham, AL
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
ALBERTVILLE, AL
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
Birmingham, AL
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
MOBILE, AL
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