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A densely populated state like Alabama has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Alabama and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions ofdollars and providing financial freedom and security for familiesand individuals like you.
| List of Qualified Financial Advisors in Alabama | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Jason Landers CFP® Keel Point |
100 Church Street, Huntsville, AL 35801 |
256-801-8022 |
| Will Scroggins CFP® Southwestern Investment Advisory Services, Inc. |
600 University Park Place, Suite 350, Birmingham, AL 35209 |
205-730-0044 |
| Jesse Scroggins AAMS® Southwestern Investment Advisory Services, Inc. |
600 University Park Place, Suite 350, Birmingham, AL 35209 |
205-730-0055 |
| Terry Nager CFP®, ChFC® Southern Capital Services, Inc. Registered Investment Advisor |
29000 US Hwy 98, Daphne, AL 36526 |
251-626-1140 |
Qualifications
CRD# 4568522
FirmCRD# 127902
Series 7, 66
Compensation/Fee
Fee-Based
Office Location
100 Church Street,
Suite 500,
Huntsville,
AL 35801
Phone Number
256-801-8022
Jason, a Senior Wealth Advisor at Keel Point, has accrued several professional certifications over his 20+ years as an advisor, including the CERTIFIED FINANCIAL PLANNER™ designation. Jason's team, which includes Kyle Findlay, CFP®, Paula Sandlin, Client Relationship Manager, Julie McPherson, Client Relationship Manager, Demetria Braudaway, Client Relationship Manager, Blake Waggoner, Investment Associate, and Kristy Wade, Financial Planning Associate, operates around a thorough process that helps families navigate through a financial plan that clearly defines their objectives and values, organizes their financial resources, and helps them implement various planning and investment strategies. They also leverage trusted relationships with select professional advisors, including attorneys, CPAs, bankers, and insurance specialists to carry out certain planning strategies. The team understands that a holistic financial plan is ever evolving, and their commitment to clients is to ensure that the plan always incorporates life's changes. Prior to joining Keel Point in April 2009, Jason spent 8 years with Merrill Lynch as an advisor. He has been an active member of the Financial Planning Association of North Alabama. Jason is also active in the community, currently serving as a board member and Treasurer for Hospice Family Care, LLC and a board member for HEALS, Inc. He is also past Finance Chairman and Treasurer of Huntsville Hospital Foundation and volunteer with Leadership Huntsville Madison County. Jason is also a member of the Huntsville Committee of 100, which centers its focus on education and economic development in Madison County. He is involved with HudsonAlpha's Connections committee and also served two years as a member of the Huntsville/Madison County Chamber of Commerce Ambassadors Council . Jason is a graduate of Leadership Huntsville/ Madison County's Connect program. Jason is a Registered Representative of Keel Point Capital, LLC.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 5478586
FirmCRD# 6694
Series 7, 66
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Office Location
600 University Park Place, Suite 350,
Birmingham,
AL 35209
Phone Number
205-730-0044
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Will takes a comprehensive approach in helping his clients prepare a financial plan tailored to their individual needs. Will has spent the past nine years serving as a financial advisor in the Birmingham and Nashville area before being asked to spearhead our Birmingham office. His specialty is providing sound and conservative advice on effectively saving for retirement, utilizing tax planning strategies and transferring wealth. Will is originally from Tuscaloosa Alabama, one of five siblings, and graduated with a degree in Finance from The University of Alabama. Outside of the office Will enjoys traveling, spending time with his eighteen nieces and nephews, being outdoors and Iron Tribe.
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Qualifications
CRD# 5736796
FirmCRD# 6694
Series 7, 66
Compensation/Fee
Fee-Based
Office Location
600 University Park Place, Suite 350,
Birmingham,
AL 35209
Phone Number
205-730-0055
I remember when as a young boy I first noticed a real estate sign in my
neighborhood. I hopped off my bike and grabbed one of the flyers. As I glanced
at the price ($300,000), I was perplexed that anyone would have that much
money. I turned toward home to ask my mom and dad that question.
Seeing my interest, my dad made an appointment for us to meet with our
financial advisor. I listened intently as my parents talked with him about money
and about our financial plan for the future. A desire to learn more about finances
began and I knew it was going to be a part of my future.
I grew up in Tuscaloosa, Alabama, am the youngest of five children and a
graduate from the University of Alabama. My father was a pastor and also a
licensed professional counselor. As I was growing up, he taught me the value of
strong relationships.
That is why, as a financial advisor, I consider that building a trust relationship with
my client is a top priority for me.
I have been working with individuals and families in Birmingham for about 11
years. I met my amazing wife Hannah at a Christian camp, JH Ranch, in 2009 and
we married in 2013. Hannah is a graduate from Auburn University Nursing School.
We enjoy fly fishing, hiking, gardening, running, cooking, and traveling. Even
though it looks different with children Levi (6), Teddy (4), and Eleanor (1), we still
love to go and make memories.
I am thankful to give you a little snippet of my life and I look forward to getting to
know you! I feel confident we are able serve clients well at Southwestern
Investment Group.
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
Qualifications
CRD# 344567
FirmCRD# 105582
Compensation/Fee
Fee Only
Office Location
29000 US Hwy 98,
Daphne,
AL 36526
Phone Number
251-626-1140
Terry is the longest serving Certified Financial Planner (CFP) in the Mobile, Alabama area, earning that designation in 1980. He founded Southern Capital Services, Inc. in 1982. In 1990 he gave up his brokerage licenses to become a fee-only adviser and he has specialized in portfolio management ever since.
When we take on a client we feel that his/her best interests must be placed above all else and that he/she should be given the personal attention and the highest standard of excellence in service that we can give. This commitment is extended to every client regardless of whether it is our largest or smallest account. We strive to provide our clients with the quality money management that we would seek for ourselves based upon integrity and competence as well as service.
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