Financial ADVSR advisor directory · SEC adviser records
Navigate Wealth Management, LLC financial advisors in Birmingham, AL
Every SEC-registered investment adviser representative at a Navigate Wealth Management, LLC office in Birmingham, A to Z.
The short answer
7 registered advisors work at Navigate Wealth Management, LLC in Birmingham, out of 7 at the firm nationwide; it ranks number 31 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Navigate Wealth Management, LLC advisors in Birmingham, A to Z
Every Navigate Wealth Management, LLC advisor →- James M. Burnett Jr.Certified Financial Planner
- Jonathan L. FargasonCertified Financial Planner
- Carl J. GrahsChartered Financial Analyst
- Caleb R. HopkinsCertified Financial Planner, Chartered Financial Analyst
- Steven H. LindCertified Financial Planner
- Mary M. LivingstonCertified Financial Planner, Chartered Financial Analyst
- Reuben F. Stewart IIIInvestment adviser rep
Navigate Wealth Management, LLC advisors in every city and state →Navigate Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Birmingham
All Birmingham advisors →Stonex Advisors Inc. 105Waverly Advisors, LLC 99Wells Fargo Clearing Services, LLC 91Morgan Stanley 83Raymond James & Associates, Inc. 52LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Oneascent Financial Services LLC 32Stifel, Nicolaus & Company, Incorporated 30Cetera Investment Advisers LLC 27Eversource Wealth Advisors, LLC 26The Welch Group, LLC 26
Questions
How many financial advisors does Navigate Wealth Management, LLC have in Birmingham?
7 investment adviser representatives are registered at Navigate Wealth Management, LLC offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Navigate Wealth Management, LLC one of the largest advisor employers in Birmingham?
Navigate Wealth Management, LLC ranks number 31 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 105.
How do I check a Navigate Wealth Management, LLC 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 Navigate Wealth Management, LLC 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.