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Billy Wess Mcgriff

Advisor at The McGriff Alliance — Pisgah, AL

Updated today

Credentials

Series 63

Experience

21 years

Location

Pisgah, AL 35765

The McGriff Alliance logo

The McGriff Alliance

Supported

Total advisors

2

Across 2 offices

Clients per advisor

9 Very Low

Avg AUM per client

$754,142 Typical

HNW client ratio

29% Typical

About

Billy Mcgriff is a financial advisor with The McGriff Alliance, holding a Series 63 designation and over 21 years of industry experience. His career includes long-term roles with Manufactures Life Insurance Company, Sage Ventures, Inc., and Mcgriff Dowdy & Associates, P.C. He serves as a trustee of a charitable trust and is involved in real estate development and tax and accounting services. The McGriff Alliance provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and investment company clients. The firm offers discretionary asset management, financial planning, third-party money manager referrals, and insurance brokerage, employing both strategic and tactical asset allocation and sponsoring private pooled funds focused on life settlements.

Client services

Based on The McGriff Alliance

Financial planning Portfolio management Selection of other advisers Quarterly newsletter

Expertise

Based on The McGriff Alliance

General retirement planning General tax planning Annuities Wealth management

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Fee options

Fixed

Fixed fee for financial planning services up to $2,500.

Percentage

$0 - $250,000: 1.95% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Commissions

Insurance product commissions paid to advisor representatives separate from advisory fees.

Project-based

Up to $250 per hour for financial planning and consultations.

Other

Account minimum: No minimum investment amounts or conditions required for establishing a managed account; however, $50,000 minimum investment required for Private Funds. Minimum fee: Financial planning fees may include a minimum fee of $500. Fee-only: Financial planning hourly fee up to $250/hour; fixed fee up to $2,500.

Location

See office

Pisgah, AL

111 D Thornton Street, Gorham's Bluff

Pisgah AL 35765

Advisors at this office

1

Most active in

Alabama

Work history

21 years of industry experience

Manufactures Life Ins. Co.

1993 - Present • 33 years

Birmingham, AL

Sage Ventures, Inc

1978 - Present • 48 years

Albertville, AL

Mcgriff Dowdy & Associates, P.C.

1975 - Present • 51 years

Albertville, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher R

Series 66, Series 65

Mentone, AL

Avidian Wealth Solutions

Christopher Russell is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. His prior roles include positions at Cadence Bank, LPL Financial, and Linscomb and Williams. He serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios and is known for its active involvement with pooled and private funds.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Tara N

Series 65, Series 63

Scottsboro, AL

Cambridge Investment Research Advisors

Tara Nicholas is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kovack Securities, Inc. and Nicholas Financial Services. Outside of her advisory work, she serves as a committee member for St. Luke’s Episcopal Church in Scottsboro, AL. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joseph G

Series 66

Scottsboro, AL

Raymond James Financial

Joseph Gilbert is a financial advisor with Raymond James Financial in Scottsboro, Alabama, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Edward Jones, Cetera Investment Services, Regions Bank, and United Johnson Brothers of Alabama. Outside of his advisory work, he serves as Treasurer of the Board of Deacons at Scottsboro Cumberland Presbyterian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and offers unique municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rebecca K

Series 66

Scottsboro, AL

Edward Jones

Rebecca Kilgore is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David N

Series 63, Series 65

Scottsboro, AL

Cambridge Investment Research Advisors

David Nicholas is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He previously worked for 15 years at Kovack Advisors, Inc. and Kovack Securities, Inc. Nicholas is a licensed notary in Scottsboro, Alabama. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using multiple custody platforms and a range of proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Tyler S

Series 66

Scottsboro, AL

Cetera

Tyler Shankles is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has previously worked at Regions Bank and 1st Franklin Financial Corp. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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