Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
3 years
Location
Enterprise, AL 36330
BWB Advisory Group
Independent
Total advisors
1Clients per advisor
9 LowAvg AUM per client
$1,861,615 Very HighHNW client ratio
44% HighBrian Mc Leod is a financial advisor at BWB Advisory Group with three years of industry experience. He holds the Series 65 designation and was previously employed for 31 years at National Security Insurance Company. Mc Leod is also an accountant and partner at Brunson, Wilkerson, Bowden & Associates, PC, an affiliated accounting firm. BWB Advisory Group is an independent firm serving individuals, high-net-worth households, pension and profit-sharing plans, and charitable organizations. The firm employs multiple analysis methods and offers portfolio management, financial planning, and pension consulting services, often managing accounts on a discretionary basis with regular monitoring and quarterly reporting.
Based on BWB Advisory Group
Based on BWB Advisory Group
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $7,500,000: 0.65% $7,500,001 - $20,000,000: 0.55% $20,000,001 - $30,000,000: 0.50% $30,000,001 - $100,000,000: 0.45% $100,000,001+: 0.35%
$150 to $250 per hour
Enterprise, AL
529 Boll Weevil Circle
Enterprise AL 36330
Advisors at this office
1
Alabama · Florida
3 years of industry experience
BWB Advisory Group, LLC
2023 - Present • 3 years
Enterprise, AL
Brunson, Wilkerson, Bowden & Associates
2023 - Present • 3 years
Enterprise, AL
National Security Insurance Company
1992 - 2023 • 31 years
Elba, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Enterprise, AL
Attainable Wealth LLC
Clarence Carroll is a Series 65-registered financial advisor with Attainable Wealth LLC in Enterprise, AL, where he has worked since 2018. He has 10 years of industry experience, including two years at Invest Wise, LLC, and a 32-year career in the United States Army. Attainable Wealth provides personalized investment advice and financial planning primarily to individual clients, as well as high-net-worth, business, and charitable clients. The firm operates as a co-advisor with Matson Money, using Modern Portfolio and Efficient Market principles to guide asset allocation and rebalancing, and offers free public seminars and workshops.
Series 63, Series 66
Enterprise, AL
Arkadios Wealth Advisors
William Haskins is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. His background includes roles at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he serves as president of a local youth baseball league, organizing schedules and supervising team activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized investment plans and multiple managed account options. The firm offers portfolio reporting and integrates an in-house portfolio team that supports advisors with models, strategies, and trade execution across various asset classes.
CFP®, Series 66
Enterprise, AL
Vanderbilt Advisory Services
Michael Thomas Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having previously spent 11 years at Edward Jones. Thomas also serves as a Deputy Brigade Commander and aviation officer in the US Army Reserve. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management along with integrated retirement-plan and benefits consulting services.
Series 66
Enterprise, AL
First Command Advisory Services
Christine Meitzler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked exclusively with First Command entities since 2018, following a thirteen-year tenure in the education sector. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Series 63, Series 65
Enterprise, AL
First Command Advisory Services
Terri Reeder is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several First Command affiliates since 2024. Prior to her financial services career, she held roles with Kelly Education and Carthage Central School District. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by its Investment Management Team and Wealth Portfolio Managers.
CFP®, Series 66
Enterprise, AL
First Command Advisory Services
Kimberley Foisie is a CFP® professional with 4 years of industry experience, currently affiliated with First Command Advisory Services. Her career includes roles at Edward Jones Investments and several First Command entities. She also has experience working in the hospitality and retail sectors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.
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