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Alisha H

Series 66

Birmingham, AL

LPL Financial

Alisha Hall is a Series 66-licensed financial advisor with LPL Financial in Birmingham, Alabama, and has four years of industry experience. She also works with Grandview Financial Group, associated with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelly M

Series 66

Birmingham, AL

LPL Financial

Kelly Morgan is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and nine years of industry experience. Morgan previously worked at Cetera Advisors and has been affiliated with GrandView Financial Group for over a decade. Outside of advisory activities, Morgan is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William D

Series 63, Series 66

Birmingham, AL

LPL Financial

William Doughty Jr. is a financial advisor with LPL Financial in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Woodbury Financial Services and operates Doughty Home Inspections LLC, a business active since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies delivered through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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