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11 advisors near 36081
Out of 400,000+ nationwide
Collin M
Series 63
Troy, AL
Benjamin F. Edwards & Company, Inc.
Collin Mccrary is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 38 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as Cox & Associates, Inc. Outside of his advisory role, he volunteers as a spotter for NBC Sports during select PGA Tour golf events. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models, with oversight from an Investment Strategy Committee.
Tyson P
Series 63, Series 66
Troy, AL
Benjamin F. Edwards & Company, Inc.
Tyson Pugh is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and American Fidelity Assurance. Outside of his advisory role, he owns and operates a cattle farming business in Troy, Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a variety of advisory programs and employs a combination of firm-developed and third-party investment models with ongoing strategic oversight.
Ashley C
Series 66
Troy, AL
Benjamin F. Edwards & Company, Inc.
Ashley Chaisson is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. She holds a Series 66 designation and has prior roles in community and outreach organizations as well as customer service positions. Outside of her advisory work, she is a barre instructor in Troy, Alabama. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with periodic strategic review.
Charles C
Series 66
Troy, AL
Benjamin F. Edwards & Company, Inc.
Charles Carson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Benjamin F. Edwards in 2022. Carson is also the author of the book *Made to Multiply*. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.
Ian M
Series 66
Troy, AL
Edward Jones
Ian Mc Gaughey is a financial advisor with Edward Jones in Troy, Alabama, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he spent time at New York Life and has experience in various business ventures including outdoor retail and design. Outside of his advisory work, Mc Gaughey volunteers as a golf coach at Charles Henderson High School. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering multiple advisory programs and a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary investment solutions, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.
Walter C
Series 63, Series 66
Troy, AL
Cetera
Walter Cotton Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Avantax Investment Services, Inc. and related entities for over a decade. Outside of his advisory role, he serves as treasurer for the nonprofit United Appeal and holds a board position with the Pike County Republican Executive Committee. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.
Kenneth G
Series 66
Troy, AL
Edward Jones
Kenneth Green is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 designation. He has worked at Edward Jones since 2012. Outside of his advisory role, he officiates youth soccer matches as a referee for the United States Soccer Federation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.
Donald B
Series 63
Troy, AL
LPL Financial
Donald Bentley is a financial advisor with LPL Financial in Troy, Alabama, holding a Series 63 designation and 37 years of industry experience. He previously worked at Cetera and Troy Bank and Trust over a span of nearly three decades. Bentley is also involved in Financial Edge Solutions LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.
Charles C
Series 66
Troy, AL
Cetera
Charles Chapman is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Cetera in 2018. Outside of advisory work, he is a part owner of Chapman Corporation and Chapman Properties, both involved in commercial property leasing. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with institutional and trust services.
Jerry S
PFS™, Series 63
Troy, AL
Cetera
Jerry Shirley III is a financial advisor at Cetera with 28 years of industry experience. He holds the PFS™ designation and Series 63 license. His career includes roles at Avantax Insurance Services, Avantax Investment Services, and operating his own firms, J.F. Shirley, Inc. and Fourth Floyd LLC. Outside of advisory work, he manages a tiny house trailer manufacturing business and serves on the board of a local nonprofit organization. Cetera serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.
William M
Series 66
Troy, AL
Cetera
William Martin is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley, Holmes-Whatley & Associates, and Troy Bank and Trust Company. He has also worked with the City of Elba in a recreation capacity. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.
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11 advisors near 36081
Out of 400,000+ nationwide