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

Commonwealth Financial Network

location

Hoover, AL

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Darryl Guthrie is an investment advisor representative who has been working in the financial services industry since 2000. Darryl is currently registered with Commonwealth Financial Network and has been with them since 2015. Prior to joining Commonwealth Financial Network, Darryl worked at Raymond James Financial Services, Inc. from 2008 to 2015, Wachovia Securities, LLC from 2003 to 2008, Prudential Securities Incorporated from 2001 to 2003, UBS PaineWebber Inc. from 2000 to 2001, and J.C. Bradford & Co. from 2000 to 2000. Darryl is a Series 66, Series 7, Series 9, and Series 10 licensed advisor. Darryl also holds a SIE certification. Darryl is registered in Alabama, Arizona, California, Florida, Georgia, Minnesota, New Jersey, New York, Pennsylvania and Tennessee. Darryl specializes in retirement planning, insurance, and investments for individuals and families. Darryl is also an experienced financial planner.

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

6TH Street Advisors, LLC | CFP ® (Certifications)

location

DAPHNE, AL

0 Disclosures

ADVISOR BIO

Darryl Wayne Bryant is a financial advisor with 6th Street Advisors, LLC. Darryl has been a registered representative since 1992. Darryl provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Darryl has experience working with high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Darryl holds the Series 7 and Series 6 registrations, and is a Certified Financial Planner.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

Birmingham, AL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Darsey Lynne Locke is a financial advisor with Osaic Wealth, Inc. Darsey has been in the financial industry since 2008 and has a wide range of experience in securities and investments. Darsey holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Darsey is also registered with the states of Alabama, Arizona and Texas. Darsey specializes in providing financial advice and portfolio management to individuals, high-net-worth individuals, corporations, and retirement plans. Osaic Wealth is an independent investment advisory firm with offices in Arizona and Alabama. The firm specializes in providing financial advice, portfolio management, and retirement planning services to individuals, families, and businesses. Osaic Wealth is committed to providing its clients with personalized service and a high level of expertise.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

SELMA, AL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

David Clifton Smith is a financial advisor with Cetera Investment Advisers LLC in Selma, Alabama. David Clifton Smith has been in the financial industry since December 6, 2017. David Clifton Smith is registered with the state of Alabama as an investment advisor representative.

SPECIALIZATIONS

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

Savant Wealth Management | CFP ® (Certifications)

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

David Curles is a financial advisor with Savant Wealth Management, located in Birmingham, Alabama. David is a Certified Financial Planner and has been in the financial services industry since 2007. His primary focus is providing financial planning and investment management services to individuals, families, and businesses. David is also a football official at the college and professional level. David has a broad range of experience and is committed to providing his clients with personalized financial advice.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ® (Certifications)

location

Birmingham, AL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

David Alan Hayes is a financial advisor with over 5 years of experience in the industry. He is registered with Commonwealth Financial Network and holds Series 7, Series 66, and SIE licenses. David provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. He is based in Birmingham, Alabama and specializes in retirement planning, college savings, and estate planning. David is a Certified Financial Planner and is committed to helping his clients achieve their financial goals.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FAIRHOPE, AL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

David R. Chilelli is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the industry since August 2015. David is registered with the state of Alabama and Texas. David has a Series 66, Series 7 and SIE license. David is a consultant for a startup company based in Mobile, Alabama that is centered around app design for conferences, trade shows and conventions. David has a vast experience in financial planning and portfolio management.

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

Stifel, Nicolaus & Company, Inc.

location

BIRMINGHAM, AL

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Gilchrist is a financial advisor at Stifel, Nicolaus & Company, Inc. David has over 27 years of experience in the financial services industry. David holds the Series 63 and Series 7 licenses, as well as the SIE. David specializes in providing financial planning, portfolio management, and investment advisory services to individual investors, businesses, and trusts. David has a proven track record of success in helping clients achieve their financial goals. Prior to joining Stifel, Nicolaus & Company, Inc., David worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, 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 Pooled Investment Vehicles
Unclaimed

Savant Wealth Management

location

Huntsville, AL

0 Disclosures

ADVISOR BIO

David Sullivan Hart is an Investment Advisor Representative at Savant Wealth Management. David has been in the industry since May 2023, working at BMSS Wesson Wealth Solutions before joining Savant. David holds the Series 65 license. David specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

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

Concourse Financial Group Securities, Inc.

location

Pelham, AL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

David Kipley Dollar is a registered representative with Concourse Financial Group Securities, Inc. located in Pelham, AL. David has been in the industry since 1993 and holds several licenses and registrations including Series 6, 63, and 65. David is experienced in providing investment advice and financial planning to individuals, businesses, and investment companies. Prior to joining Concourse Financial Group Securities, Inc., David worked for Fortis Investors, Inc. and Jackson National Financial Services, Inc. David's specializations include providing financial planning, pension consulting, portfolio management, 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

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