Financial ADVSR advisor directory · SEC adviser records
Oakworth Asset Management, LLC financial advisors in Birmingham, AL
Every SEC-registered investment adviser representative at a Oakworth Asset Management, LLC office in Birmingham, A to Z.
The short answer
10 registered advisors work at Oakworth Asset Management, LLC in Birmingham, out of 16 at the firm nationwide; it ranks number 23 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Oakworth Asset Management, LLC advisors in Birmingham, A to Z
Every Oakworth Asset Management, LLC advisor →- William AlexanderInvestment adviser rep
- Janet BallInvestment adviser rep
- Lee K. BanksInvestment adviser rep
- Tyler C. BusbyCertified Financial Planner
- Christopher CooperInvestment adviser rep
- Tracy H. HarlowInvestment adviser rep
- John B. Norris VInvestment adviser rep
- Ashley S. TabbCertified Financial Planner
- Sara Jean M. VeatchCertified Financial Planner
- Kara M. WingardCertified Financial Planner
Oakworth Asset Management, LLC advisors in every city and state →Oakworth Asset Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Oakworth Asset Management, LLC advisors in other cities
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 Oakworth Asset Management, LLC have in Birmingham?
10 investment adviser representatives are registered at Oakworth Asset Management, LLC offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Oakworth Asset Management, LLC one of the largest advisor employers in Birmingham?
Oakworth Asset Management, LLC ranks number 23 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 111.
How do I check a Oakworth Asset 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 Oakworth Asset 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.