Top retirement plans for business owners (SEP, solo 401k) financial advisors in Anniston, AL

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Apex Financial Group and Equis Financial. Reeves is also the founder of Apex Financial Group, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers a range of investment strategies supported by regular reporting and model trade signals.

Theodore Turgeon is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Cetera in Anniston, AL, and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Concourse Financial Group Securities Inc. He also operates an independent advisory business, Insurance Planning Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.

Daniel Brock is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 26 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2000 and maintains roles at Independent Retirement Associates and F&M Investment Services. Outside of finance, he owns and operates an antique booth at a local antique mall. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes advanced modeling tools to support client goals, with notable expertise in municipal finance and specialized advisory programs.

Stephen Lafollette is a financial advisor with LPL Financial in Anniston, Alabama, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Morgan Keegan & Company, and AmSouth Investment Management. Lafollette also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers clients financial planning, model portfolio programs, and access to third-party asset managers, servicing individuals, retirement plans, banks, trust companies, and other institutions.

Brittany Cobb is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has held various roles within the Truist organization and its predecessors since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform support.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.