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3 advisors near
36502
within the area shown on the map
Out of 400,000+ nationwide
Alcira C
Series 65, Series 63, Series 66
Atmore, AL
MissionSquare Retirement
Alcira Christina is a financial advisor at MissionSquare Retirement with 23 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses. Prior to joining MissionSquare in 2023, she worked at TD Ameritrade, Cetera Investment Services, Regions Bank, and Lincoln Investment, and spent time as a caregiver for elderly family members. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.
Kelly D
Series 63, Series 65
Atmore, AL
Raymond James Financial
Kelly Daniels is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2019, Daniels worked for Edward Jones for 20 years. He also owns Daniels Financial LLC, a financial advisory support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals, utilizing advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Keith C
Series 63, Series 66
Atmore, AL
Edward Jones
Keith Castleberry is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Castleberry has served as a past president of the Atmore Rotary Club and holds an inactive real estate broker license in Alabama. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
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Finding advisors...
3 advisors near
36502
within the area shown on the map
Out of 400,000+ nationwide