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

GULF SHORES, AL

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Declan John McClelland is a financial advisor with Edward Jones, a well-established and reputable firm. Declan McClelland has been in the financial industry for 19 years and is registered as a broker-dealer and investment advisor representative in multiple states. Declan McClelland specializes in financial planning, portfolio management, and pension consulting. He is also registered to offer advisory services to individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
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

Delynn Zell is a financial advisor at Savant Wealth Management. Delynn has over 30 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™. Delynn is registered with the state of Alabama and has held previous registrations with LPL Financial, Lincoln Financial Advisors, and The Lincoln National Life Insurance Company. Delynn specializes in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

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

Spring Creek Investments

location

MONTEVALLO, AL

0 Disclosures

ADVISOR BIO

Denise Allison Woodham is an investment advisor representative at Spring Creek Investments. Denise has been in the industry since 1987 and holds licenses in the state of Alabama. Denise has experience in various areas of financial planning, including financial analysis services, selection of other advisers, and portfolio management for corporations and other businesses. Denise currently holds the Series 3, 7, 24, 63, and 65 licenses.

SPECIALIZATIONS

Selection of Other Advisors
ANY OTHER FINANCIAL ANALYSIS SERVICES REQUESTED.
Unclaimed

RFG Advisory, LLC

location

BIRMINGHAM, AL

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Dennis Laird is a financial advisor at RFG Advisory, LLC, with over 30 years of experience in the industry. Dennis has a diverse background with experience at several reputable firms including Ameriprise Financial Services, Inc., LPL Financial LLC, and Morgan Stanley. Dennis holds multiple licenses including Series 7, 9, 10, 63, and 65 and has a focus on financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

MOBILE, AL

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dennis Farrar is an investment advisor representative at Eagle Strategies LLC. Dennis has been in the industry since 2010 and has a broad range of experience in the financial services industry, including insurance. Dennis is registered as a securities broker in Alabama, Florida, Colorado, Missouri and Washington and as an investment adviser representative in Alabama and Florida. Dennis holds several licenses and certifications including Series 6, 7, 24, 63 and 65, as well as the SIE exam. Dennis specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, charitable organizations and corporations.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Geneva, AL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Derek Warren is a financial advisor with Ameriprise Financial Services, LLC. Derek has been in the financial industry since September 10, 2000, and has been with Ameriprise Financial Services, LLC since October 25, 2017. Derek is registered to provide investment advice in Alabama and Florida. Derek is also a registered representative with FINRA and has passed the Series 7, Series 63, and SIE exams. Derek provides a range of financial services to individuals and businesses, including asset allocation, financial planning, and portfolio management. Derek also holds a position on the board of directors for Warren, Sasser, & Associates, LLC.

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

MOBILE, AL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Derek Malone Louch is an investment advisor representative at Wells Fargo Clearing Services, LLC. Derek has been in the financial services industry since 1995. He is registered with the Securities and Exchange Commission and is licensed to sell securities in Alabama and Texas. Derek offers a range of financial services, including investment advice, financial planning, and portfolio management. He is committed to providing his clients with personalized financial guidance and helping them 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
location

OZARK, AL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Derek Jason Dickens is a financial advisor at Edward Jones, a firm with over $824 billion in assets under management. Derek has been in the financial industry since 2006 and is registered in Alabama, Alaska, Arizona, Florida, Georgia, Idaho, Kansas, Kentucky, Louisiana, Mississippi, Missouri, New Mexico, New York, North Carolina, South Carolina, Tennessee, Texas. Derek provides financial planning and portfolio management services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

BIRMINGHAM, AL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Derek Burrow is a registered representative with Osaic Wealth, Inc. and has been in the industry since 2015. Derek is a Series 66, 7 and SIE licensed professional. Derek is a Senior Relationship Manager with Advo(k)ate Advisors. Derek has worked with several different organizations throughout his career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated. Derek is a financial advisor who specializes in providing financial planning, portfolio management and educational seminars to individuals, businesses, charitable organizations and pension and profit-sharing plans.

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

23 Years Experience

0 Disclosures

ADVISOR BIO

Derrell Crimm is a financial advisor with Commonwealth Financial Network. Derrell is a Certified Financial Planner who has been in the industry since 2001. Derrell has a wide range of experience, having previously worked with Lincoln Financial Advisors and The Lincoln National Life Insurance Company. Derrell is currently registered with Commonwealth Financial Network in Birmingham, Alabama.

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

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