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Financial ADVSR advisor directory · SEC adviser records

Meld Financial, Inc. financial advisors in Birmingham, AL

Every SEC-registered investment adviser representative at a Meld Financial, Inc. office in Birmingham, A to Z.

The short answer

7 registered advisors work at Meld Financial, Inc. in Birmingham, out of 8 at the firm nationwide; it ranks number 33 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Meld Financial, Inc. advisors in Birmingham, A to Z

Every Meld Financial, Inc. advisor →

Meld Financial, Inc. advisors in every city and state →Meld Financial, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Meld Financial, Inc. advisors in other cities

Boynton Beach, FL 1

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 Meld Financial, Inc. have in Birmingham?

7 investment adviser representatives are registered at Meld Financial, Inc. offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Meld Financial, Inc. one of the largest advisor employers in Birmingham?

Meld Financial, Inc. ranks number 33 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 111.

How do I check a Meld Financial, Inc. 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 Meld Financial, Inc. 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.