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7 advisors near
36507
within the area shown on the map
Out of 400,000+ nationwide
Roy M
Bay Minette, AL
Mcbryar Advisory Services, Inc.
Roy Mcbryar is a financial advisor at Mcbryar Advisory Services, Inc. with 17 years of industry experience. He is also a licensed attorney and certified public accountant, maintaining a separate law practice alongside his advisory role. Mcbryar has worked with his current firm since 2009 and with his law practice since 1993. Mcbryar Advisory Services, Inc. provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a co-advisor model, emphasizing long-term, Modern Portfolio Theory–based portfolio construction and strategic asset allocation while coordinating with third-party managers who handle discretionary trading.
James H
Series 63
Bay Minette, AL
Mcbryar Advisory Services, Inc.
James Hollon is a financial advisor with McBryar Advisory Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with McBryar Advisory Services since 2010 and also serves as president of J. R. Hollon & Associates, Inc., a company associated with his earnings from advisory work. McBryar Advisory Services, Inc. provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a co-advisor model with third-party managers for trading and execution, following a long-term, Modern Portfolio Theory–based investment approach.
Alcira C
Series 63, Series 65, Series 66
Atmore, AL
MissionSquare Retirement
Alcira Christina is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 credentials and bringing 23 years of industry experience. Her previous roles include positions at TD Ameritrade and Lincoln Investment, with periods dedicated to caregiving for elderly parents. MissionSquare Retirement serves state and local government employers, their employees, and select non-profits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which is supported by Morningstar Investment Management’s investment advice and model portfolios.
Ronald M
Series 66
Bay Minette, AL
Cetera
Ronald Moxness Jr. is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Regions Bank, and Wells Fargo Bank, NA. Outside of advisory work, he serves as a lead food server at The Hangout. Cetera Investment Advisers LLC is an SEC-registered firm offering a wide range of investment advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform that allows advisors to utilize model portfolios, third-party managers, or customized strategies across various program structures and custodians.
Heather F
Series 66
Bay Minette, AL
Edward Jones
Heather Feller is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent six years with Alfa Mutual Insurance Company. Heather holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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...
7 advisors near
36507
within the area shown on the map
Out of 400,000+ nationwide