Financial ADVSR advisor directory · SEC adviser records
Greybox Investments financial advisors in Birmingham, AL
Every SEC-registered investment adviser representative at a Greybox Investments office in Birmingham, A to Z.
The short answer
3 registered advisors work at Greybox Investments in Birmingham, out of 3 at the firm nationwide; it ranks number 67 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Greybox Investments advisors in Birmingham, A to Z
Every Greybox Investments advisor →- Donie M. CarlsonInvestment adviser rep
- Kenneth J. CarlsonChartered Financial Analyst
- Len P. RittbergChartered Financial Analyst
Greybox Investments advisors in every city and state →Greybox Investments: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Birmingham
All Birmingham advisors →Stonex Advisors Inc. 111Waverly Advisors, LLC 92Wells Fargo Clearing Services, LLC 87Morgan Stanley 81Raymond James & Associates, Inc. 53LPL Financial LLC 45Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Oneascent Financial Services LLC 32Stifel, Nicolaus & Company, Incorporated 30Eversource Wealth Advisors, LLC 29Cetera Investment Advisers LLC 26The Welch Group, LLC 26
Questions
How many financial advisors does Greybox Investments have in Birmingham?
3 investment adviser representatives are registered at Greybox Investments offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Greybox Investments one of the largest advisor employers in Birmingham?
Greybox Investments ranks number 67 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 111.
How do I check a Greybox Investments advisor in Birmingham?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Greybox Investments office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.