Birmingham, AL Hwy 280 Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,220 advisors across 5,128 offices

Location

5420 Hwy 280

Birmingham AL 35242

Advisors at this office

3

Advisors at this office

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Brook A

Series 65, Series 63

Birmingham, AL

Cetera

Brook Acton is a financial advisor at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2013 to 2021. He is currently based in Birmingham, AL. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse 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 featuring both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Grayson B

Series 66

Birmingham, AL

Cetera

Grayson Birch is a financial advisor with Cetera in Birmingham, AL, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Cetera, he worked at Regions Bank, MML Investors Services, LLC, and MassMutual Life Insurance Company. In addition to his financial services roles, Birch has been involved with Samford University since 2022 and previously worked at Grace Christian Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse 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 with access to affiliated and third-party managers, supporting various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paul T

Series 66

Birmingham, AL

Cetera

Paul Turnbow is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Cetera and affiliated entities since 2024. Prior to his financial services career, he operated World Class Taekwondo LLC for 12 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, and institutional clients nationwide through a network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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