Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Vestavia, AL
Every SEC-registered investment adviser representative at a firm office in Vestavia, with the firms that employ the most of them.
31 registered advisors work in Vestavia; the most are at Ameriprise Financial Services, LLC (7). 5 list the CFP designation and 22 are also registered broker representatives.
Firms with the most advisors in Vestavia
Advisors in Vestavia, A to Z
CFP advisors in Vestavia →- Charles R. Andrews Jr.Northwestern Mutual Investment Services, LLC · Certified Financial Planner
- Lee R. ApplebaumLPL Financial LLC
- Eldred L. BargerAmeriprise Financial Services, LLC
- David M. Bearden Jr.State Farm Investment Management Corp.
- Zackery E. BenjaminKestra Advisory Services, LLC
- James J. BennettState Farm Investment Management Corp.
- Lindsay W. BirchfieldBcr Wealth Strategies
- Gregory W. BrennerState Farm Investment Management Corp. · Chartered Financial Consultant
- Rene H. BurkeState Farm Investment Management Corp. · Chartered Financial Consultant
- Stracy D. ChathamLPL Financial LLC
- Sandra M. ClevelandBcr Wealth Strategies · Certified Financial Planner
- Neil D. EggersEquitable Advisors, LLC
- Jonathan R. FosterAmeriprise Financial Services, LLC
- Ryan L. GoolsbyState Farm Investment Management Corp.
- Steven M. HudsonAmeriprise Financial Services, LLC
- Peter D. HuverAmeriprise Financial Services, LLC
- Cilimberg M. JamesForesight Financial Advising LLC · Chartered Financial Consultant
- Timothy R. Jones Jr.Bcr Wealth Strategies
- James T. KelleyNewsouth Capital Management Inc.
- Abigail Y. KotarskiBcr Wealth Strategies
- Spencer E. LawsonBcr Wealth Strategies · Certified Financial Planner
- Cassi B. MartinezAmeriprise Financial Services, LLC
- Keeley M. MooreCetera Investment Advisers LLC
- Matthew NicholsAmeriprise Financial Services, LLC
- Bryan L. ParkerAmeriprise Financial Services, LLC
- Jonathan D. PierceWells Fargo Clearing Services, LLC
- Marshall P. RathmellBcr Wealth Strategies · Certified Financial Planner, Personal Financial Specialist
- Adam T. RhoadesNorthwestern Mutual Investment Services, LLC
- Coty J. SchneiderEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Annelise N. SutherlandBcr Wealth Strategies
- Candace W. ThompsonWells Fargo Clearing Services, LLC
Other cities in Alabama
All of Alabama →Birmingham 1,170Huntsville 334Mobile 258Montgomery 164Tuscaloosa 119Fairhope 117Vestavia Hills 113Hoover 90Dothan 80Florence 70Homewood 63Decatur 50Auburn 48Daphne 48Madison 48Opelika 39Gadsden 38Cullman 25Anniston 22Mountain Brook 22Gulf Shores 17Trussville 16Foley 15Guntersville 14
Questions
How many financial advisors are in Vestavia, AL?
31 investment adviser representatives are registered at firm offices in Vestavia, Alabama, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Vestavia?
Ameriprise Financial Services, LLC, with 7 registered advisors in Vestavia, followed by Bcr Wealth Strategies with 7.
How do I check a financial advisor in Vestavia?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.