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

RFG Advisory, LLC

location

BIRMINGHAM, AL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Kamman is an investment advisor representative with Rfg Advisory, LLC, a registered investment advisor firm. Bradley has been in the financial services industry since 2002. Bradley has worked with several firms in the past. Bradley is a registered representative in Alabama, Arizona, Florida, Georgia, Kansas, Kentucky, Mississippi, South Carolina, and Texas. Bradley's firm has a history of providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for individuals, and advisory services.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

Gardendale, AL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Brandi Lee Jones is a financial advisor with over 25 years of experience in the industry. Brandi is currently registered with UBS Financial Services Inc. and is licensed to conduct business in Alabama. Brandi specializes in providing investment advice to individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Brandi has worked for several firms including Sterne Agee Clearing Inc., Sterne Agee Financial Services, Inc., Sterne, Agee & Leach, Inc., HMC Investments, Inc., CUSO Partners, LLC, and Dean Witter Reynolds Inc.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

BIRMINGHAM, AL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Hill is a financial professional with over 7 years of experience in the financial services industry. Brandon is a registered representative with Wells Fargo Clearing Services, LLC and is licensed to sell securities in Alabama. Brandon is a Registered Representative and Investment Advisor Representative and holds the following licenses: Series 63, Series 65, Series 6TO and the SIE. Brandon has a strong background in customer service and sales, having previously worked for companies such as Wayfair, Select Quote, Victra, and Murphys. Brandon is committed to providing personalized financial advice and services to help clients achieve their financial goals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

Birmingham, AL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brandon White is an investment advisor representative registered in the state of Alabama. Brandon currently works for J.p. Morgan Securities LLC. Brandon has been in the financial services industry since 2023. Brandon holds the Series 63, SIE and Series 6TO licenses.

SPECIALIZATIONS

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

Florence, AL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Tyler Brown is a financial advisor with Morgan Stanley. Brandon has been in the financial services industry since February 6, 2017. Brandon is registered with the state of Alabama and Texas as a Registered Representative and Investment Advisor Representative. Brandon holds FINRA Series 7, 9 and 66 licenses and is also a licensed Insurance Agent. Prior to joining Morgan Stanley, Brandon was a financial advisor with Merrill Lynch.

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

29 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Chambliss is a financial advisor with Concourse Financial Group Securities, Inc. in Birmingham, Alabama. Brandon has been in the industry since 1995 and has experience in providing financial planning, portfolio management, and educational seminars. Brandon is also a registered principal and has a wide range of licenses and certifications, including Series 7, 6, 3, 52TO, 63, 65, 9, 10, 24, 4, and 53.

SPECIALIZATIONS

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

GADSDEN, AL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Carey Ashley is a financial advisor with over 19 years of experience in the industry. Ashley is currently registered with Osaic FS, Inc. and has a Series 6, 63, 26 and 65 licenses. Ashley also holds the SIE designation. Ashley has held previous positions at PRUCO SECURITIES, LLC, METLIFE SECURITIES INC, ING FINANCIAL PARTNERS, INC., AXA ADVISORS, LLC, EQUITY SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY and has a history of working with individuals, corporations and other businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Tuscaloosa, AL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brandon Stough is a financial advisor at Raymond James Financial Services Advisors, Inc. in Tuscaloosa, Alabama. Brandon has been in the financial services industry since July 5, 2011. Brandon is a Certified Financial Planner and holds the Series 66, Series 7, Series 9, and Series 10 licenses. Brandon is also registered with the state of Alabama as a registered representative. Brandon provides financial planning, portfolio management, and educational seminars to individuals and businesses.

SPECIALIZATIONS

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

Summit Financial, LLC

location

BIRMINGHAM, AL

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brandon Ashley Horton is a financial advisor with Summit Financial, LLC, a registered investment advisor. Brandon Horton has been in the industry since 2002 and has experience with financial planning and portfolio management. Brandon Ashley Horton also has experience with fixed/traditional insurance.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

GADSDEN, AL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Brandon White is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brandon has been in the financial industry since 1997. Brandon is registered with the Securities and Exchange Commission (SEC) and has licenses for securities and investment advisory services. Brandon has experience in providing financial advice to individuals, corporations, and institutions. Brandon is committed to helping clients achieve their financial goals. Brandon has experience with various services and financial products including equities, fixed income, mutual funds, exchange-traded funds, and variable annuities.

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

Need help matching

with the right advisor?