Advisors at this firm
David B
CFP®, Series 63, Series 65
Daphne, AL
Wealth Management Consultants, LLC
David Braud is a Certified Financial Planner® with 39 years of industry experience. He is currently affiliated with OSAIC since 2023 and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he serves as President and Treasurer of the Daphne Executive Center Condo Owner's Association. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers various advisory programs and third-party manager access through its extensive network of financial advisers.
Miles B
Series 63, Series 65
Mobile, AL
Wealth Management Consultants, LLC
Miles Ball is a financial advisor with Wealth Management Consultants, LLC in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Sagepoint Financial Inc for 14 years and has been with OSAIC since 2023. Outside of his advisory role, Mr. Ball serves on the Jaguar Athletic Fund Board for the University of South Alabama’s soccer team and volunteers as a poll inspector in Mobile County elections. Wealth Management Consultants, LLC provides financial planning and investment management services to individuals, trusts, pension and profit-sharing plans, municipalities, and business entities. The two-advisor firm manages approximately $23.3 million for about 40 clients, offering comprehensive planning, portfolio management, retirement plan consulting, and related advisory services.