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193 advisors near
36532
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Out of 400,000+ nationwide
Ernest G
Series 66
Daphne, AL
Edward Jones
Ernest Gwinn III is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served as a pastor and Bible teacher at The Church of Glory for 20 years, where he also sat on the church board. He previously operated an online retail business, Gwinn Products, which has been inactive since 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
David K
Series 66
Daphne, AL
Wells Fargo Clearing
David Ketchem Jr. is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2023 and attended Auburn University from 2019 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to support a range of brokerage and advisory solutions.
Justin K
Series 63, Series 65
Fairhope, AL
Wells Fargo Clearing
Justin Kendrick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and previously worked at Gulf Distributing, LLC. Outside of his advisory role, Kendrick has a 50% ownership interest in Gulf Coast Drip, a non-investment business in Bay Minette, AL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a variety of financial products.
Douglas K
Series 63
Fairhope, AL
Cambridge Investment Research Advisors
Douglas Kennedy II is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Cambridge since 2011 and has operated Kennedy & Associates since 1983. In addition to his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, offering a variety of models and portfolio management options tailored to client objectives.
Steven S
Series 63, Series 66
Daphne, AL
Equitable Advisors
Steven South is a financial advisor with Equitable Advisors in Daphne, Alabama, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Axa Advisors and First Cahawba Bank. He serves as an unpaid advisory board member of the Selma Area Food Bank, where he reviews operational policies and financial records. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and relies on third-party asset managers and LPL-sponsored platforms for portfolio implementation.
Shawn L
Series 66
Fairhope, AL
Cetera
Shawn Layton is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Securities America. Layton also operates Layton Advisory Group LLC, which serves as a DBA for his LPL business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with assets under management totaling over $256 billion.
Henrique M
Series 66
Fairhope, AL
Morgan Stanley
Henrique Mendes is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at the University of Mobile and worked with Brazilian football clubs Botafogo de Futebol e Regatas and Sport Club Corinthians Paulista. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.
Evan H
CFP®, Series 65, Series 63
Fairhope, AL
Brown Financial Advisory
Evan Hipp is a CFP® professional at Brown Financial Advisory with two years of industry experience. His career includes roles at Regions Bank, Cetera Investment Services, and Primerica, as well as seven years of service in the United States Air Force. Brown Financial Advisory is a six-advisor team specializing in discretionary portfolio management and advisory services for individual clients, including high-net-worth households. The firm manages approximately $468 million in assets across 275 client relationships, focusing on larger, individualized accounts.
Joshua L
CFA®
Fairhope, AL
Brown Financial Advisory
Joshua Lancaster is a CFA® charterholder with 23 years of industry experience. He has worked at Brown Financial Advisory since 2018 and previously held positions at Warren Averett Asset Management, LLC and Kinsight, LLC. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages a concentrated client base with approximately $468 million in assets under management across about 275 client relationships.
Harvey H
CFP®, Series 63
Fairhope, AL
Brown Financial Advisory
Harvey Hutchinson III is a CFP® with seven years of experience, currently serving at Brown Financial Advisory. He has held teaching and lecturing roles at Regent University School of Law, University of Virginia, and Emory University, where he instructs online courses in financial planning and accounting. Harvey also volunteers as a director for the National Association of Estate Planners & Councils. Brown Financial Advisory operates as a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individual clients. The firm manages approximately $468 million in assets across about 275 client relationships, focusing on larger and more individualized portfolios.
Daniel M
CFP®, ChFC®, Series 63
Fairhope, AL
Brown Financial Advisory
Daniel Mcleod is a CFP® and ChFC® with 19 years of industry experience, currently serving at Brown Financial Advisory. He has been with Brown Mcleod, Inc. since 2010. Outside of his advisory role, he is co-owner and manager of Everything Scottish, LLC, a real estate management company. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $468 million in assets across about 275 client accounts, focusing on concentrated, individualized client relationships.
Amy S
CFP®, Series 65
Fairhope, AL
Brown Financial Advisory
Amy Smith is a CFP® with two years of industry experience, currently serving at Brown Financial Advisory. She worked for the Baldwin Board of Education for ten years before joining Brown McLeod, Inc. in 2023. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $468 million in assets across about 275 client relationships, focusing on relatively concentrated portfolios and individualized service.
Mu Tin W
CFP®, Series 63, Series 66
Fairhope, AL
Brown Financial Advisory
Mu Tin Wultsch is a CFP® certificant with nine years of industry experience, currently advising at Brown Financial Advisory. Prior to joining Brown Financial Advisory in 2022, Mu Tin worked at Charles Schwab and Schwab Private Client Investment Advisory from 2015 to 2017. The firm provides discretionary portfolio management and related advisory services primarily to high-net-worth individual clients, managing approximately $468 million across about 275 relationships. Brown Financial Advisory operates as a six-advisor team with documented investment processes and compliance practices, focusing on a relatively concentrated client base with personalized management.
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Finding advisors...
193 advisors near
36532
within the area shown on the map
Out of 400,000+ nationwide