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 63, Series 66
Experience Industry experience
29 years
Location
Shorter, AL
Empower Advisory Group
Enterprise
Traci Segrest is a financial advisor at Empower Advisory Group with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience with GWFS Equities, Inc, UBS Financial Services, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Based on Empower Advisory Group
Based on Empower Advisory Group
One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment
Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above
Shorter, AL
Shorter AL
Advisors at this office
1
Alabama
29 years of industry experience
GWFS Equities, Inc
2022 - Present • 4 years
Greenwood Village, CO
UBS Financial Services
2017 - 2022 • 5 years
Montgomery, AL
Morgan Stanley
2015 - 2017 • 2 years
Montgomery, 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 65
Montgomery, AL
Tucker Financial Group
Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.
Series 65
Montgomery, AL
Tucker Financial Group
Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.
Series 65
Montgomery, AL
Tucker Financial Group
Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.
PFS™
Montgomery, AL
Invista Advisors
Jessica Hemard is a financial advisor at Invista Advisors in Montgomery, AL, holding the PFS™ designation with two years of industry experience. Her prior work includes roles at Machen McChesney, Opsahl Dawson, and Borland Benefield, P.C. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans, managing approximately $580.1 million in assets. The firm customizes portfolios and plans based on clients’ objectives and risk tolerance, utilizing an open-architecture platform and delivering services through both discretionary and non-discretionary models.
Series 66, Series 65
Montgomery, AL
Invista Advisors
Michael Barranco is a financial advisor at Invista Advisors with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Waverly Advisors, LLC and McDonald & Hagen Wealth Management. Barranco is also the owner of MB Consulting, which provides accounting-related services, and serves as a board member for both the Wind Drift Homeowners Association and Wynlakes Golf & Country Club. Invista Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm provides fee-based portfolio management through LPL Financial and uses a mix of fundamental, technical, cyclical, and charting analysis to tailor portfolios to client goals and risk tolerance.
Series 65
Montgomery, AL
Invista Advisors
David Conoly is a Series 65 licensed financial advisor with Invista Advisors in Montgomery, AL, bringing one year of industry experience. His prior work includes roles at Waverly Advisors, LLC, and The Collegiate Hotel. He has also been involved with Auburn University and several small businesses. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans. The firm offers tailored portfolios using fundamental, technical, cyclical, and charting analysis, with both discretionary and non-discretionary arrangements depending on client preference.
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