Birmingham, AL Blue Lake Drive Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

3

Of 1,910 advisors across 510 offices

Location

3500 Blue Lake Drive, Suite 220

Birmingham AL 35243

Advisors at this office

3

Advisors at this office

user avatar

Alan L

Series 66

Birmingham, AL

Guardian Life

Alan Lott is a Series 66-registered advisor with Primerica Advisors, based in Birmingham, AL, and has 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he serves on the advisory board of directors for the Greystone YMCA and provides business consulting to help improve operational efficiency. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Michael L

Series 63, Series 66

Birmingham, AL

Guardian Life

Michael Lahurd is a financial advisor with Primerica Advisors based in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he authors ebooks for clients and is involved with Vindex Financial Partners in insurance activities separate from Guardian. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Matthew M

ChFC®, Series 63, Series 65

Birmingham, AL

Guardian Life

Matthew Mcdowell is a financial advisor with Primerica Advisors in Birmingham, AL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities. He serves as president of the Greater Crestwood neighborhood association. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")