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434 advisors near
35808
within the area shown on the map
Out of 400,000+ nationwide
Jennifer J
CFP®
Huntsville, AL
Savant Wealth Management
Jennifer Jesup is a CFP® professional with four years of industry experience. She currently works at Savant Wealth Management and previously held roles at Bridgeworth Wealth Management, as well as a position at The University of Alabama. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by extensive in-house capabilities and affiliated service entities.
Amy F
Series 66
Huntsville, AL
First Command Advisory Services
Amy Frizzell is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has previously worked with Kimberly Lowe, Attorney at Law, and at Parabellum Martial Arts. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, administering portfolios through a centralized Investment Management Team that selects approved third-party managers and model portfolios.
Kristi C
Series 65
Huntsville, AL
AE Wealth Management, LLC
Kristi Cromer is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and nine years of industry experience. She has held roles at Trilogy Advisory Services and Summit Planning Group, and is involved as an owner of Cromcraft, LLC, a business specializing in autobody repair and retail sales of used vehicles. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolio management using a variety of investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.
Aaron H
CFP®, ChFC®, Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Aaron Howard is a CFP®, ChFC®, and Series 65 credentialed financial advisor with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2026 after prior roles with Cloud Financial, Inc. and The Blackburn Institute. Howard serves on the board of The Shoals Dream Center and is treasurer of One Place of the Shoals, both nonprofit organizations based in Florence, Alabama. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process incorporating both passive and active managers, with portfolio oversight by an internal Investment Committee.
William N
Series 63, Series 65
Huntsville, AL
Private Advisor Group, LLC
William Neighbors Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Merrill and Prudential Equity Group, LLC before joining his current firm and LPL Financial in 2012. Outside of his advisory roles, Neighbors has been involved in sports talk radio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to meet client goals and risk tolerances.
Henry C
Series 63, Series 65
Huntsville, AL
Hightower Advisors
Henry Crosby Jr. is a financial advisor with Hightower Advisors in Huntsville, AL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been associated with Hightower Securities, LLC and Hightower Advisors since 2013. Outside of his advisory role, he is involved with Breakaway XIII, LLC, an administrative services company related to RIA practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager investment approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.
Eugene L
Series 66
Huntsville, AL
First Command Advisory Services
Eugene Lesinski is a financial advisor with First Command Advisory Services in Huntsville, Alabama. He holds a Series 66 designation and has five years of industry experience, including prior roles at Lockheed Martin and the United States Military Academy. Lesinski is also the owner of Peepop LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families, offering financial planning and multiple wrap-fee asset management programs managed through centralized teams.
Don C
Series 66
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Don Cloud is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He previously operated Cloud Investments, LLC, and Cloud Financial, Inc., where he focused on fixed insurance products. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.
Curtis K
Series 66
Huntsville, AL
Eagle Strategies (NY Life)
Curtis Kuetemeyer is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has four years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, he served in the U.S. Army for 22 years. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.
Caroline G
Series 66
Huntsville, AL
Hightower Advisors
Caroline Gabig is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Keel Point Capital, LPL Financial, and Redstone Federal Credit Union. Gabig has been with Hightower Advisors since 2025. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering a range of portfolio management and financial planning services.
Dean M
Series 63, Series 65
Huntsville, AL
Hightower Advisors
Dean Moody Jr. is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oppenheimer & Co, WileyBros Aintree Capital LLC, Bb&T Securities LLC, and Morgan Keegan & Company, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection, multi-manager solutions, and incorporates proprietary research to support portfolio management across various asset types and strategies.
Graham B
Series 65
Huntsville, AL
AE Wealth Management, LLC
Graham Bauer is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked at WG Financial Group and AE Wealth Management since 2022. Prior to his financial career, he was involved with the Nashville Guitar Academy for five years. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.
Grayson P
Series 66
Huntsville, AL
Hightower Advisors
Grayson Parker is a financial advisor at Hightower Advisors with one year of industry experience. Prior to joining Hightower, he worked at YETI Coolers for six years and held positions at Tenfold and '47 Brand. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research, and offers services including portfolio management, financial planning, and retirement plan consulting.
David S
Series 63, Series 65
Huntsville, AL
FIFTH THIRD SECURITIES, Inc.
David Sendowski is a financial advisor at Fifth Third Securities, Inc. in Huntsville, Alabama, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory role, he volunteers with the Civil Air Patrol, assisting with air shows, crash investigations, and search and rescue operations. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional investors through both advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, providing clients with options ranging from mutual fund and ETF models to separately managed accounts with tax overlay and direct indexing strategies.
Iveta P
Series 66
Huntsville, AL
LPL Financial
Iveta Popov is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. She has worked at LPL Financial since 2022 and is also affiliated with Redstone Federal Credit Union, where she has been involved since 2017. Iveta holds a notary public designation in New Market, Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
S. P
CFP®, Series 66
Huntsville, AL
Raymond James Financial
S. Poitevint II is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial in Huntsville, AL. He has been with Raymond James since 2006 and worked previously at Investors Resource from 2011 to 2019. Outside of advisory work, he is the owner of Poitevint Properties, LLC, which manages residential leasing activities. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary investment consulting supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.
Lara B
Series 63, Series 65
Huntsville, AL
LPL Financial
Lara Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with LPL Financial since 2013 and has a longstanding association with Redstone Federal Credit Union dating back to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and a broad financial services network.
Bobby P
Series 66
Huntsville, AL
Raymond James Financial
Bobby Phakonekham is a Series 66-licensed financial advisor with over 20 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, N.A., and Pinnacle Bank/Pinnacle Financial Partners. He is also involved with Pinnacle Asset in Huntsville, AL, where he works as a financial advisor building relationships and managing client investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports various advisory programs through its large advisor network.
Lee D
CFP®, ChFC®, Series 66
Madison, AL
Edward Jones
Lee Donaldson is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2019, he served at the US Navy Air War College from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies, operating under a fiduciary standard.
Abigail A
Series 66
Huntsville, AL
LPL Financial
Abigail Adams is a financial advisor with LPL Financial in Huntsville, AL, holding a Series 66 credential and three years of industry experience. Prior to her current role, she worked with several organizations including United Volleyball Club and Susanna Wesley Early Education Ministry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
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Finding advisors...
434 advisors near
35808
within the area shown on the map
Out of 400,000+ nationwide