user avatar

Brian Corbett Alford

Advisor at Raymond James & Associates — Columbus, GA

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Columbus, GA 31904

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,796

Across 936 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Brian Alford is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a board member and officer involved in fundraising for American Little League in Columbus, GA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary client relationships and diverse portfolio management strategies.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Columbus, GA

260 Brookstone, Centre Parkway

Columbus GA 31904

Advisors at this office

12

Most active in

Georgia · Texas

Work history

34 years of industry experience

Raymond James & Associates

2013 - Present • 13 years

Columbus, GA

Disclosures

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

Business activities & affiliations

user avatar

Ashish D

Series 65

Columbus, GA

Mars Capital Management LLC

Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Active portfolio management Concentrated stock management
user avatar

Cedric B

ChFC®, Series 63

Phenix City, AL

Cedric Deon Bean Enterprises LLC

Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.

General retirement planning Social Security optimization Medicare planning Wealth management Life insurance needs analysis Founder/Business Owner Executive Approaching retirement Established Professionals
user avatar

Brent H

Series 66

Columbus, GA

Fluid Financial Planning, LLC

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC with 13 years of industry experience. He holds a Series 66 designation and operates as the sole advisor at an independent firm based in Columbus, GA. Fluid Financial Planning provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm primarily uses passive, asset-class diversified portfolios with low-cost index funds and ETFs, complemented by multiple analytical methods, and offers ongoing planning access through a fixed monthly subscription.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
user avatar

Tyler T

CFP®, CFA®, Series 65

Columbus, GA

Townsend Wealth Management

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Burnett T

CFP®, Series 65

Columbus, GA

Townsend Wealth Management

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

Bryan O

CFP®, Series 66

Columbus, GA

Wealth Intelligence, LLC

Bryan Oglesby is a CFP® professional with 19 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior experience includes roles at Raymond James Financial and its affiliated entities from 2013 to 2025. Outside of his advisory work, he is involved in agriculture as the owner of Oglesby Farms and serves on the Pike County Industrial Development Authority and the Black Hereford Foundation boards. Wealth Intelligence, LLC provides integrated wealth management services primarily to individuals and families, including high-net-worth and multi-generational clients. The firm offers financial planning, investment advisory, business consulting, and family office services, managing approximately $247.5 million in discretionary assets with a customized investment approach that combines top-down thematic and bottom-up company research.

Business exit / sale strategy Business succession planning Family Business Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")