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104 advisors near
35601
within the area shown on the map
Out of 400,000+ nationwide
Thomas R
Series 63
Decatur, AL
Wells Fargo Advisors
Thomas Ross is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 45 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, Ross serves as power of attorney for a family member and owns an investment-related entity, TTR Investments Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.
Dudley D
Series 63, Series 65
Decatur, AL
Wells Fargo Advisors
Dudley Dupuis is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current role. Outside of finance, he owns and operates JL Farms, a cattle farm in Florence, AL, where he is involved in growing and selling hay. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by Wells Fargo research and planning tools.
Ronald C
Series 66
Decatur, AL
Morgan Stanley
Ronald Clark Jr. is a financial advisor with Morgan Stanley in Decatur, AL, holding a Series 66 designation and 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. Outside of finance, he is a shareholder in a pediatric care business and advises a local church on mutual fund investments. Morgan Stanley Wealth Management is a large institution providing a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.
Scott L
Series 66
Decatur, AL
Cetera
Scott Laslo is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 66 designation and has been with Cetera and Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored 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 that includes both affiliated and third-party managers, supporting various program structures and custodial relationships.
Brooks C
Series 66
Decatur, AL
Wells Fargo Advisors
Brooks Collins is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he has ownership interests in several family farming operations and agricultural ventures in Alabama. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored recommendations.
Ashley E
Series 66
Decatur, AL
Edward Jones
Ashley Eubanks is a Series 66-licensed financial advisor with two years of industry experience, currently practicing at Edward Jones in Decatur, Alabama. Prior to her current role, she worked at BBVA Compass for three 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Davis W
Series 66
Madison, AL
Edward Jones
Davis Whitten is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was involved in the pharmacy and lawn care businesses. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals and institutions, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices.
Maxime F
Series 66
Decatur, AL
LPL Financial
Maxime Faure is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked with Lentz Thompson Retirement Advisors, Securities America, Inc., and has experience in academic roles at Harding University and William Woods University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.
Luci W
Series 63, Series 65
Decatur, AL
Morgan Stanley
Luci Woodard is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, Woodard serves as an election poll official for the Lawrence County Alabama Commission. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.
Lori H
Series 63, Series 65
Decatur, AL
LPL Financial
Lori Hotung is a financial advisor with LPL Financial in Decatur, Alabama, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with LPL Financial since 2007 and with Renasant Bank since 2005. Outside of her advisory role, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Ty K
CFP®, Series 66
Decatur, AL
Wells Fargo Advisors
Ty Keenum is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Decatur, AL, and has nine years of industry experience. His prior roles include positions at Morgan Stanley, Progress Bank, SA Stone Wealth Management, and Wells Fargo Clearing. He serves on the finance committee of Wheeler Wildlife Refuge in Decatur. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored client recommendations.
Lori M
Series 66
Decatur, AL
LPL Financial
Lori Mcalpin is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, CUNA Brokerage Services, and Southeast Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Jared M
Series 63, Series 65
Decatur, AL
Morgan Stanley
Jared Miller is a financial advisor with Morgan Stanley in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank, spanning from 2012 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with several specialized investment and trading activities.
Grant C
Series 66
Madison, AL
Edward Jones
Grant Chandler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at ServisFirst Bank and was involved with In Bloom Floral Design and the YMCA in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.
Jason H
Series 66
Decatur, AL
LPL Financial
Jason Healy is a financial advisor with LPL Financial in Decatur, AL, holding a Series 66 designation and 16 years of industry experience. He has worked with Cuna Mutual Group and Cuna Brokerage Services since 2010 and joined LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.
Joshua D
CFP®, Series 66
Madison, AL
LPL Financial
Joshua Daily is a CFP® with 13 years of industry experience, currently associated with LPL Financial in Madison, AL. He has worked at firms including Redstone Federal Credit Union, Cetera Investment Services, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios and research from multiple sources.
Cynthia S
CFP®, Series 66
Decatur, AL
Edward Jones
Cynthia Smith is a CFP® professional with 7 years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, she worked at GE Appliances from 2016 to 2018. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
Richard T
CFP®, Series 63, Series 66
Decatur, AL
LPL Financial
Richard Thompson is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for Securities America Advisor, Inc. and Securities America, Inc. for 18 years. Thompson is also involved in tax preparation and accounting services through his practice, Lentz Thompson Retirement Advisors, and owns Thompson Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.
Brandon W
Series 63, Series 65
Madison, AL
Wells Fargo Clearing
Brandon White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and New York Life Insurance Company. 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 employs a large network of advisors and offers both brokerage and advisory solutions based on research, analytics, and modern portfolio theory.
Benjamin W
Series 66
Decatur, AL
STIFEL
Benjamin Wyker is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James & Associates for 12 years before joining Stifel in 2026. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
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Finding advisors...
104 advisors near
35601
within the area shown on the map
Out of 400,000+ nationwide