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11 advisors near 35967
Out of 400,000+ nationwide
Christopher R
Series 65, Series 66
Mentone, AL
Avidian Wealth Solutions
Christopher Russell is a financial advisor at Avidian Wealth Solutions with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Linscomb and Williams, LPL Financial LLC, and Cadence Bank. Russell serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs a model-based investment approach supplemented by sub-advisors and separately managed accounts and offers a range of services including discretionary portfolio management and financial planning.
Brian D
Series 66
Fort Payne, AL
PNC Wealth Management
Brian Degaetano is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Compass Bank and BBVA Wealth Solutions, where he worked for eight years. Outside of finance, he is a percussionist with the Gadsden Symphony Orchestra and owns a photography business, Brian Degaetano Imaging. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.
James H
ChFC®, Series 63, Series 66
Ft Payne, AL
TLG Advisors, INC.
James Houston is a ChFC® with 26 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has previously worked at Concourse Financial Group Securities Inc and Southern Wealth Strategies LLC, where he is also the owner. Houston is licensed as an independent insurance agent and engages in addressing life insurance and fixed annuity needs. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.
John A
CFP®, Series 66
Fort Payne, AL
Commonwealth Financial Network
John Akins is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at LPL Financial, Cetera, and Regions Bank. He is co-owner and finance director of Resolute Care Services, Inc., a home healthcare business in Fort Payne, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, while offering a range of discretionary and customized portfolio solutions.
Douglas C
Series 63
Fort Payne, AL
Commonwealth Financial Network
Douglas Crowe is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at MetLife Securities, Prudential Insurance Company of America, and LPL Enterprise. Outside of his advisory work, he serves as an election official in Dekalb County, Alabama. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, operational support, and investment management services. The firm offers a range of portfolio construction options and discretionary model portfolios managed through a structured due diligence process.
Thomas G
Series 66
Ft Payne, AL
Edward Jones
Thomas Guice is a financial advisor with Edward Jones in Ft Payne, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.
Vicky K
Series 63
Ft Payne, AL
Edward Jones
Vicky Kirby is a financial advisor with Edward Jones in Ft. Payne, AL, holding a Series 63 designation and over 31 years of industry experience. She has been with Edward Jones since 1990. Outside of her advisory role, she serves as a board member for DeKalb County Regional Hospital, providing input on new doctors and community issues, and is involved in retail business activities on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.
Matthew H
Series 66
Rainsville, AL
Edward Jones
Matthew Hale is a financial advisor with Edward Jones in Rainsville, Alabama, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he was involved with G2 Supply LLC for six years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Malorie G
Series 66
Rainsville, AL
Edward Jones
Malorie Griffith is a financial advisor at Edward Jones in Rainsville, Alabama, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she served on the Jackson County Board of Education and operated Griffith Interiors for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
John D
CFP®, Series 63
Ft Payne, AL
Edward Jones
John Davis is a CFP® with 33 years of industry experience, currently serving at Edward Jones since 1992. He is based in Ft Payne, AL. Outside of his advisory role, he is involved in managing a rental property. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving a diverse client base that includes individual and institutional investors. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.
Jesse B
Series 65
Fort Payne, AL
XYPN Invest
Jesse Biddle is a financial advisor at XYPN Invest with a Series 65 designation and one year of industry experience. He has worked at Wealth Management of Alabama since 2025 and is also involved with Reed's Tax Service. Outside of advisory work, he is a farm owner and operator in Rainsville, Alabama. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based allocation using diversified portfolios and offers both discretionary and non-discretionary management with support from affiliated advisors and third-party subadvisors.
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11 advisors near 35967
Out of 400,000+ nationwide