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127 advisors near
35613
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Out of 400,000+ nationwide
Jerrod H
Series 63, Series 66
Athens, AL
Edward Jones
Jerrod Hester is a financial advisor with Edward Jones in Athens, Alabama, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.
Robert S
Series 66
Madison, AL
Edward Jones
Robert Sampson is a financial advisor at Edward Jones in Madison, AL, holding a Series 66 designation with four years of industry experience. His prior work includes service in the United States Marine Corps for sixteen years and a role at Pyro Shows. Edward Jones is a wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Douglas N
Series 66
Madison, AL
Ameriprise
Douglas Nunnally is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005 and holds the Series 66 designation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.
Kavon W
Series 66
Huntsville, AL
Edward Jones
Kavon Westberry is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent and Farmers Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Caleb L
CFP®, ChFC®, Series 66
Huntsville, AL
OSAIC
Caleb Lawler is a CFP® and ChFC® with seven years of industry experience. He is currently affiliated with OSAIC and previously worked at Edward Jones and Hexagon Safety & Infrastructure. Outside of his advisory role, he is a limited partner in Alabama Ice, LLC, where he participates in administrative business activities. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a wide range of investment products.
Austin P
Series 66
Athens, AL
Edward Jones
Austin Price is a financial advisor at Edward Jones in Athens, AL, holding a Series 66 designation. He has one year of industry experience and previously worked for Container Solutions Inc. for ten years and was involved with Westview Church of Christ for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Barbara F
Series 66
Madison, AL
Edward Jones
Barbara Ferrara is a Series 66-licensed financial advisor with Edward Jones in Madison, Alabama, where she has worked since 2013. She has nine years of industry experience. Outside of her advisory role, she owns and operates Intuitive Therapy by Barbara, a massage therapy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of needs. The firm manages over $1 trillion in assets through a large network of advisors and offers diverse investment strategies and affiliated financial services.
Christopher A
CFA®, Series 63
Madison, AL
UBS Financial Services
Christopher Andersen is a CFA® charterholder with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Madison, AL. He has held various roles within UBS since 2012, including positions at UBS Asset Management (US) Inc. from 2020 to 2026. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to customize financial plans. The firm combines institutional trading capabilities with wealth management services, providing a range of offerings including portfolio management, financial planning, underwriting, and custody services.
Kimberlee B
Series 66
Huntsville, AL
LPL Financial
Kimberlee Blaxton is a financial advisor with LPL Financial in Huntsville, Alabama, holding a Series 66 credential and four years of industry experience. She has been with LPL Financial since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutional clients, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.
Devon R
Series 66
Toney, AL
LPL Enterprise
Devon Richardson is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Edward Jones for one year and spent a decade at Landers McLarty Nissan. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.
Rickey G
Series 66
Huntsville, AL
Edward Jones
Rickey Gosa is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of over 23,700 financial advisors.
Christopher M
Series 66
Huntsville, AL
Edelman Financial Engines
Christopher Miller is a financial advisor with Edelman Financial Engines in Huntsville, AL, holding a Series 66 designation and 10 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously held roles at Transamerica Financial Advisors, Inc. and United Financial Services Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and various advisory services, managing approximately $326 billion for about 477,000 clients.
Charlton R
Series 63, Series 65
Madison, AL
LPL Financial
Charlton Rochester is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial and its predecessor since 2007. Outside of his advisory role, he is also an insurance agent with Dixon Wells. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.
Billy B
CFP®, Series 63
Huntsville, AL
OSAIC
Billy Brown is a CFP® with 31 years of industry experience, currently serving as an advisor at Osaic since 2023. He has spent significant portions of his career with Brown Professional Group Inc. and Avantax entities in various advisory and insurance roles dating back to 1995. In addition to his advisory work, Brown is president of Brown Professional Group Inc., where he is involved in tax preparation, payroll, bookkeeping, and management activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios across a range of investment types.
Nickolas W
Series 66
Huntsville, AL
LPL Financial
Nickolas Walton is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Redstone Federal Credit Union, First Horizon Bank, Avadian Credit Union, Regions Bank, Enterprise Holdings, the University of North Alabama, and State Farm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party providers.
Stephen C
Series 63
Huntsville, AL
Edward Jones
Stephen Cundiff is a financial advisor with Edward Jones in Huntsville, Alabama, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Tammy G
Series 66
Huntsville, AL
Raymond James Financial
Tammy Gaddes is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and previously worked at Investor's Resource for five years before joining Raymond James in 2019. Outside of her advisory role, she is associated with Poiteving Financial, a client services business unrelated to investment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.
Stephen K
CFP®, Series 63
Huntsville, AL
OSAIC
Stephen Kincer is a financial advisor with Osaic, holding the CFP® designation and Series 63 license, and has 30 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he is a partner in Kincer Business Group Inc., a CPA firm focused on accounting and tax preparation. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing a range of portfolio management tools and third-party platforms.
Micah J
Series 66
Athens, AL
Edward Jones
Micah Joy is a Series 66-licensed financial advisor with Edward Jones in Athens, Alabama, with 11 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved in a real estate business in Athens, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Cierra S
Series 65, Series 63
Madison, AL
Wells Fargo Clearing
Cierra Sather Jennings is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, Jennings is involved in direct sales consulting for Premier Designs Jewelry and Pampered Chef. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from its Investment Institute and third-party sources to support client portfolios.
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Finding advisors...
127 advisors near
35613
within the area shown on the map
Out of 400,000+ nationwide