Albertville, AL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$42,347,851,697
ClientsTotal clients
139,740
AdvisorsAdvisors at this office
3
Of 917 advisors across 420 offices
Location
112 Sand Mountain Dr
Albertville AL 35950
Advisors at this office
3
Advisors at this office
James G
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
James Gore is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and LPL Financial. Gore is based in Albertville, Alabama. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management along with financial planning and access to third-party asset management programs.
Mitchell G
Series 63, Series 65
Albertville, AL
Private Advisor Group, LLC
Mitchell Gore is a financial advisor at Private Advisor Group, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, Citizens Bank & Trust, and Booz Allen Hamilton. Outside of his advisory role, Gore is also active as a notary public and insurance agent with multiple firms. Private Advisor Group serves a diverse range of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party platforms.
Jathan S
Series 66
Albertville, AL
Private Advisor Group, LLC
Jathan Stisher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at MetLife Securities and Mass Mutual Investors Services before joining Private Advisor Group and LPL Financial in 2017. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through various platforms and third-party asset managers.
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.
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")