Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

James V

Series 63, Series 66

Birmingham, AL

Raymond James & Associates

James Vaughn Jr. is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has worked with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Brian M

Series 66

Birmingham, AL

Raymond James & Associates

Brian Mcgee is a financial advisor with Raymond James & Associates in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Mcgee serves as a finance and investment committee member on the advisory board of The Marine Military Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Laquita S

Series 66

Birmingham, AL

Raymond James & Associates

Laquita Smith is a financial advisor with Raymond James & Associates in Birmingham, AL. She holds a Series 66 designation and has 17 years of industry experience, including 13 years at Raymond James & Associates. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jordyn R

Series 66

Birmingham, AL

Raymond James & Associates

Jordyn Rosier is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Craig V

Series 66

Birmingham, AL

Raymond James & Associates

Craig Vinson Jr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services. Outside of his advisory role, he is the owner of Granville Interiors, LLC, where he consults part-time on advertising, inventory management, and customer engagement for small retailers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting services through a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Chase G

Series 66

Birmingham, AL

Raymond James & Associates

Chase Gore is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013 and holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Morgan P

Series 66

Birmingham, AL

Raymond James & Associates

Morgan Paugh is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Regions Bank for six years and at the University of Alabama for four years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

David A

Series 63

Birmingham, AL

Raymond James & Associates

David Anthony is a financial advisor with Raymond James & Associates based in Birmingham, AL. He holds a Series 63 designation and has 42 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Joseph F

Series 63, Series 66

Birmingham, AL

Raymond James & Associates

Joseph Freeman is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 66 credentials and 37 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member on the Jefferson County Board of Equalization and Adjustments, reviewing property value assessments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Michael T

Series 63, Series 65, Series 66

Birmingham, AL

Raymond James & Associates

Michael Turnbough is a financial advisor with Raymond James & Associates in Birmingham, AL. He holds Series 63, 65, and 66 licenses and has 32 years of industry experience, including 14 years with Raymond James. Raymond James & Associates is a large firm serving individuals, institutional clients, and various organizations with financial planning and investment consulting. The firm offers a range of portfolio management styles and specialized services, including municipal advisory and employer consulting programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Kenneth Y

Series 63, Series 65

Birmingham, AL

Raymond James & Associates

Kenneth Yarbrough is a financial advisor with Raymond James & Associates based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Yarbrough has been with Raymond James & Associates since 2013 and also serves on the Council On Accreditation Of Nurse Anesthetist since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Gregory M

Series 66

Birmingham, AL

Raymond James & Associates

Gregory Majors is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 13 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional accounts, and municipal entities, offering a range of financial planning, consulting, and advisory services with a primarily non-discretionary approach.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Willis H

Series 63, Series 65

Birmingham, AL

Raymond James & Associates

Willis Hagan III is a financial advisor with Raymond James & Associates in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a finance and investment committee member on the foundation board of St. Lukes Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")