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526 advisors near
35004
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Out of 400,000+ nationwide
Stuart G
Series 63, Series 66
Vestavia Hills, AL
RFG Advisory, LLC
Stuart Garner is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with RFG Advisory Group, LLC since 2014 and previously with LPL Financial, LLC from 2012 to 2018. In addition to his advisory work, he is an attorney involved in real estate and probate matters and operates an online firearms sales business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach includes discretionary portfolio management using a variety of model strategies and third-party platforms, and it serves as sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.
Walter H
Series 66
Birmingham, AL
Synovus Securities, Inc.
Walter Huxford III is a financial advisor at Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Regions Bank and Synovus Bank before joining Pinnacle Bank in 2026. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients with investment advisory and brokerage services, utilizing the Envestnet platform for portfolio management and offering access to alternative investments and educational services.
Gaines G
Series 66
Birmingham, AL
Synovus Securities, Inc.
Gaines Grelier Kohn is a financial advisor with Synovus Securities, Inc. in Birmingham, AL, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Merrill, Synovus bank, Synovus Securities, and Pinnacle Bank. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors. The firm offers investment advisory and brokerage services with a range of portfolio management programs and access to alternative investments through Envestnet and other platforms.
Charles B
Series 65
Birmingham, AL
Stonex Advisors Inc.
Charles Bridges is a financial advisor at StoneX Advisors Inc. in Birmingham, AL. He holds a Series 65 designation and has one year of industry experience. Prior to joining StoneX, Bridges worked at Ridgeway Landscaping and Regions, and he attended the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm utilizes various account structures and model-based solutions, offering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.
Judson S
Series 63, Series 65
Birmingham, AL
Stonex Advisors Inc.
Judson Smith is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and 40 years of industry experience. He previously worked at Intl Advisory Consultants Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory role, he also works as a school bus driver. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations through discretionary and non-discretionary portfolio management, financial planning, and related consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing and custody capabilities through the StoneX Group.
Foster H
CFP®, CFA®, Series 65
Birmingham, AL
The Welch Group, LLC
Foster Hyde is a CFP®, CFA®, and Series 65 licensed financial advisor with 13 years of industry experience. He has worked at The Welch Group, LLC since 2011. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to each client's objectives.
Joel F
Series 66
Birmingham, AL
Stonex Advisors Inc.
Joel Fishman is a financial advisor at StoneX Advisors Inc. based in Birmingham, Alabama, holding a Series 66 credential with nine years of industry experience. He has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2019. In addition to his advisory role, he operates an independent insurance agency, Fishman Financial, which focuses on insurance sales. StoneX Advisors Inc. serves individual, corporate, retirement plan, and charitable clients, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm combines independent financial advisors and an in-house Private Client Group, employing various portfolio implementation platforms and third-party money managers.
Kimberly C
Series 63, Series 65
Vestavia Hills, AL
RFG Advisory, LLC
Kimberly Clenney is a financial advisor at RFG Advisory, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial and NewEdge Advisors. Outside of advising, she owns a tax preparation and accounting firm and co-owns a law practice. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management using model strategies and third-party platforms, serves as sub-adviser to several ETFs, and supports access to alternative and structured investments.
Watson K
Series 63, Series 65
Birmingham, AL
Stonex Advisors Inc.
Watson Kennedy is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at StoneX Securities Inc., TA Services, Bass Pro Shops, and The Prudential Insurance Company of America. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a mix of independent advisors and an in-house Private Client Group, utilizing various account structures and model-based solutions for clients.
Robert G
Series 63, Series 66
Birmingham, AL
Stonex Advisors Inc.
Robert Graham is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors and its affiliated broker-dealer since 2019. In addition to his advisory role, he has served as a power of attorney for financial transactions and related legal matters. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and third-party management solutions and operates as part of StoneX Group, which offers integrated clearing, custody, and lending services.
Hastings M
Series 66
Birmingham, AL
Synovus Securities, Inc.
Hastings Marks is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Birmingham, AL, having four years of industry experience. His career includes multiple roles within Synovus Bank and a recent position at Pinnacle Bank. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering both investment advisory and brokerage services. The firm utilizes Envestnet’s platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.
Henry C
CFP®, Series 65
Birmingham, AL
The Welch Group, LLC
Henry Clay is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at The Welch Group, LLC since 2018 and previously at Welch Investments, LLC (formerly Fee-Only Planning Professionals, LLC) from 2014 to 2018. He is based in Birmingham, Alabama. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about 24 advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, financial planning, and family-office services tailored to clients’ objectives through a combination of fundamental, technical, charting, and cyclical analyses.
Micah D
CFP®, Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
Micah Darlington is a CFP® designated financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. His prior work includes roles at Home Federal Bank and Foothills Brokerage, as well as experience outside finance with Moxie Pest Control and Protomet Corporation. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management and sub-advisory services through a national network of investment advisor representatives using multiple investment platforms and values-based strategies.
Taylor F
Series 66
Birmingham, AL
Stonex Advisors Inc.
Taylor Fann is a financial advisor with StoneX Advisors Inc. in Birmingham, AL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he has held positions with StoneX Group Inc. and StoneX Securities Inc., as well as work experience outside of finance at Topgolf and the University of Alabama at Birmingham. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various portfolio implementation platforms and provides model-based solutions with opportunities for clients to impose investment restrictions and receive periodic reviews.
John M
Series 63, Series 66
Birmingham, AL
Stonex Advisors Inc.
John Mccarthy is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Quest Capital Strategies, Inc. In addition to his advisory role, he is an independent insurance agent specializing in life and health products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a range of investment strategies and platforms, including advisor-managed portfolios and third-party money managers, supported by its affiliation with StoneX Group and integrated operational capabilities.
Mark P
Series 63, Series 65
Vestavia Hills, AL
RFG Advisory, LLC
Mark Pearson is a financial advisor with RFG Advisory, LLC in Vestavia Hills, AL, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at several firms including Noesis Capital Management Corp, Proche Capital Management, and Sterne, Agee & Leach, Inc. since beginning his career in 2000. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individual investors, high-net-worth clients, retirement plans, and institutional entities such as investment companies and government bodies. The firm employs primarily discretionary management using a variety of model strategies, third-party platforms, and technology tools, and serves as a sub-adviser to multiple ETFs while also offering access to alternative and structured investments.
Casey M
CFP®, Series 63, Series 65
Vestavia Hills, AL
RFG Advisory, LLC
Casey Marshall is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC in Vestavia Hills, AL. He has held roles at Northwestern Mutual and private client services, including work under the Willow Private Wealth brand. Outside of advisory work, he owns Casey Marshall LLC, a legal entity, and is involved in insurance brokerage activities. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and governmental entities. The firm primarily delivers discretionary portfolio management using model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and annuity platforms.
Stephen M
Series 66
Birmingham, AL
Eversource Wealth Advisors, LLC
Stephen Miller is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, NA and Merrill Lynch. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory and consulting services, as well as turnkey asset management, back-office support, and sub-advisory services to independent RIAs.
John B
CFP®, Series 66
Birmingham, AL
Eversource Wealth Advisors, LLC
John Burch is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC since 2019. Prior to that, he worked at Camelot Advisors, LLC for five years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a proprietary investor profiling process.
Mark B
Series 63, Series 65
Birmingham, AL
Stonex Advisors Inc.
Mark Braverman is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2019 and has been involved with EMark Financial since 2008. Outside of his advisory roles, he is the owner of EMark Financial, which sells and services insurance products including life, health, and annuities. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm combines independent financial advisors and an in-house Private Client Group, implementing strategies through various portfolios, proprietary models, and third-party managers using multiple platforms.
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526 advisors near
35004
within the area shown on the map
Out of 400,000+ nationwide