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

Lipscomb Investment Group, LLC

location

AUBURN, AL

0 Disclosures

ADVISOR BIO

A. Denson Lipscomb is an investment advisor representative with Lipscomb Investment Group, LLC in Auburn, Alabama. A. Denson Lipscomb has been a registered representative for more than 30 years. A. Denson Lipscomb is also registered with the state of Georgia and Texas. Previous firms include Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC, and Morgan Keegan & Company, Inc.

SPECIALIZATIONS

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

Waverly Advisors, LLC

location

BIRMINGHAM, AL

0 Disclosures

ADVISOR BIO

Aaron Michael Nelson is an Investment Advisor Representative at Waverly Advisors, LLC. Aaron has been in the financial services industry since 2001 and has a broad range of experience in the industry. Aaron holds the Series 3, Series 7, and Series 66 licenses. Aaron has previous experience with Stanford Group Company, Morgan Keegan & Company, Inc. and Robert W. Baird & Co. Incorporated. Aaron is registered to provide investment advisory services in Alabama, Florida, and Georgia.

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

LPL Financial LLC

location

OPELIKA, AL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Bethune is a financial advisor with over 9 years of experience in the financial services industry. Aaron has a strong background in various financial areas, including investment advising and insurance. Aaron is currently registered with LPL Financial LLC and holds multiple licenses, including Series 6, 63, 26, and 65. Before joining LPL Financial LLC, Aaron worked with Lincoln Financial Advisors Corporation, ProEquities, Inc. and GWN Securities, Inc., where he gained a diverse understanding of the industry. Aaron provides financial advice to various clients, including individuals, businesses, high-net-worth individuals, and retirement plans. His services include financial planning, portfolio management, and consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Concourse Financial Group Securities, Inc.

location

Birmingham, AL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Seurkamp is a financial advisor who has been in the industry since 2006. Aaron is currently registered with Concourse Financial Group Securities, Inc. and is licensed in Ohio. Aaron has passed the Series 6 and SIE exams and has specialized in various areas, such as insurance, mutual funds, variable annuities, and fixed annuities. Aaron has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MOUNTAIN BROOK, AL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Winning is a financial advisor with Wells Fargo Clearing Services, LLC. Aaron has been working in the financial services industry for over 5 years. Aaron is registered with the state of Alabama and New Jersey. Aaron has passed the Series 66, Series 7TO, and SIE exams. Aaron Winning has previous work experience with Mercer Allied Company, L.P., Goldman Sachs & Co. LLC, and U.S. Bancorp Investments, Inc. Aaron specializes in providing investment consulting services to institutional clients.

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

ENTERPRISE, AL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Jones is a financial advisor registered with Edward Jones. Aaron has been working in the securities industry since March 11, 2022. Aaron holds FINRA Series 7, 66 and SIE licenses. Aaron is registered in several states and provides financial planning services to individuals and families.

SPECIALIZATIONS

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

MOBILE, AL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Shay Thigpen is a financial advisor who has been in the industry since February 13, 2023. Aaron is registered with Edward Jones and is licensed to operate in Alabama, Alaska, Arkansas, California, Florida, Georgia, Kentucky, Louisiana, Mississippi, Missouri, New Hampshire, New York, North Carolina, South Carolina, and Texas. Aaron has a Series 66 license and also holds the Series 7 and SIE licenses. Aaron specializes in working with individual investors, businesses, and retirement plans.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

BIRMINGHAM, AL

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Hardin is a financial advisor registered with Fidelity Personal and Workplace Advisors. Aaron has been in the financial industry since 2019 and is registered in 9 states. Aaron has a series 7, 66, and SIE license and has passed the Uniform Combined State Law Examination.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

BESSEMER, AL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Gammon is an investment advisor representative who has been in the securities industry since April 2002. Aaron is currently registered with Cetera Investment Advisers LLC in Alabama and Texas. Prior to joining Cetera Investment Advisers LLC, Aaron worked at Sterne Agee Financial Services, Inc., Sterne, Agee & Leach, Inc., A. G. Edwards & Sons, Inc. and H&R Block Financial Advisors, Inc. Aaron holds a Series 6, Series 7, Series 9, Series 10, Series 24, Series 55, Series 63, Series 65, and Series 57TO licenses. Aaron is a registered investment advisor and offers financial planning, pension consulting, 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
Unclaimed

LPL Financial LLC

location

GUNTERSVILLE, AL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Belgard is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since 1992. Aaron is registered to provide investment advice in Alabama, Arizona, California, Florida, Georgia, Louisiana, Michigan, Mississippi, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee and Texas. Aaron has a Series 7, 24, 63 and 65 license. Aaron's prior employment history includes Raymond James & Associates, Inc., Morgan Keegan & Company, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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