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226 advisors near
36106
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Out of 400,000+ nationwide
Randall H
Series 63, Series 65
Montgomery, AL
Cetera
Randall Holcombe is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and also works with Regions Bank. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.
Horace N
Series 63, Series 65
Montgomery, AL
Cambridge Investment Research Advisors
Horace Nash is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and is also president and sole shareholder of Proche Advisors, a non-investment-related business. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation options and maintains proprietary models as well as access to unaffiliated strategists.
Katye D
Series 63, Series 65
Montgomery, AL
STIFEL
Katye Delashaw is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Jeffrey J
CFP®, ChFC®, Series 66
Prattville, AL
Edward Jones
Jeffrey Jones is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience, all of which have been at Edward Jones since 2015. He is based in Prattville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.
Franklin S
Series 63
Montgomery, AL
STIFEL
Franklin Shepard is a Series 63 licensed financial advisor with 48 years of industry experience, currently practicing at Stifel Nicolaus & Co Inc in Montgomery, AL since 2014. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Amelia T
Series 63, Series 66
Montgomery, AL
XYPN Sapphire
Amelia Thomas is a financial advisor with XYPN Sapphire, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her previous roles include positions at Navarone Financial Group, Stifel Nicolaus & Co Inc, Fedex Express, and T-Mobile. She is also a managing partner of her own tax planning, accounting, and bookkeeping business. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach and supports nearly 50 affiliated advisors through a centralized corporate RIA model.
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Finding advisors...
226 advisors near
36106
within the area shown on the map
Out of 400,000+ nationwide