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Financial ADVSR advisor directory · SEC adviser records

Oakworth Asset Management, LLC financial advisors in Alabama

Every SEC-registered investment adviser representative at a Oakworth Asset Management, LLC office in Alabama, by city and A to Z.

The short answer

12 registered advisors work at Oakworth Asset Management, LLC in Alabama, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Birmingham (10). 5 list the CFP designation and 0 are also registered broker representatives.

Oakworth Asset Management, LLC advisors by city in Alabama

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Birmingham 10Mobile 2

Oakworth Asset Management, LLC advisors in Alabama, A to Z

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Oakworth Asset Management, LLC advisors in every state →Oakworth Asset Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Oakworth Asset Management, LLC in other states

North Carolina 4

Questions

How many Oakworth Asset Management, LLC financial advisors are in Alabama?

12 investment adviser representatives are registered at Oakworth Asset Management, LLC offices in Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Where in Alabama does Oakworth Asset Management, LLC have the most advisors?

Birmingham, with 10, then Mobile (2). Oakworth Asset Management, LLC has advisors in 2 cities in Alabama.

How do I check a Oakworth Asset Management, LLC advisor in Alabama?

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.