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 66
Experience Industry experience
1 year
Location
Bay Minette, AL 36507
Cetera
Institution
Ronald Moxness Jr. is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Regions Bank, and Wells Fargo Bank, NA. Outside of advisory work, he serves as a lead food server at The Hangout. Cetera Investment Advisers LLC is an SEC-registered firm offering a wide range of investment advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform that allows advisors to utilize model portfolios, third-party managers, or customized strategies across various program structures and custodians.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Bay Minette, AL
480 Courthouse Square
Bay Minette AL 36507
Advisors at this office
1
Alabama
1 year of industry experience
Cetera
2025 - Present • 1 year
Gulf Shores, AL
Cetera Investment Services Llc
2022 - Present • 4 years
Saint Cloud, MN
Regions bank
2021 - Present • 5 years
Florence, AL
Wells Fargo Clearing
2019 - 2021 • 2 years
Fairhope, AL
Hangout Hospitality
2018 - 2021 • 3 years
Gulf Shores, AL
Docs Seafood
2017 - 2017 • 1 year
Gulf Shores, AL
Wells Fargo Bank, nA
2015 - 2021 • 6 years
Fairhope, 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:
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Bay Minette, AL
Mcbryar Advisory Services, Inc.
Roy Mcbryar is a financial advisor at Mcbryar Advisory Services, Inc. with 17 years of industry experience. He is also a licensed attorney and certified public accountant, maintaining a separate law practice alongside his advisory role. Mcbryar has worked with his current firm since 2009 and with his law practice since 1993. Mcbryar Advisory Services, Inc. provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a co-advisor model, emphasizing long-term, Modern Portfolio Theory–based portfolio construction and strategic asset allocation while coordinating with third-party managers who handle discretionary trading.
Series 63
Bay Minette, AL
Mcbryar Advisory Services, Inc.
James Hollon is a financial advisor with McBryar Advisory Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with McBryar Advisory Services since 2010 and also serves as president of J. R. Hollon & Associates, Inc., a company associated with his earnings from advisory work. McBryar Advisory Services, Inc. provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a co-advisor model with third-party managers for trading and execution, following a long-term, Modern Portfolio Theory–based investment approach.
Series 66
Bay Minette, AL
Edward Jones
Heather Feller is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent six years with Alfa Mutual Insurance Company. Heather holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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