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Find Top Financial Advisors in Alabama


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Alabama

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 and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Alabama
Financial Advisor Office Location Phone Number
Terry Nager, CFP®
Southern Capital Services, Inc. Registered Investment Advisor
29000 US Hwy 98,
Daphne, AL  36526
(251) 626-1140
Dale Hansen
Edelman Financial Engines, LLC
7027 Old Madison Pike,
Huntsville, AL  35806
3595 Grandview Parkway,
Birmingham, AL  35243
(205) 403-9200
James Hardy
Horizon Financial
#1 Timber Way Suite 100,
Daphne, AL  36526
(251) 625-2220

Information on Qualified Financial Advisors in Alabama

Qualifications CRD# 344567
FirmCRD# 105582

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 29000 US Hwy 98,
Daphne,
AL 
36526
Phone Number (251) 6261140

About Southern Capital Services, Inc. Registered Investment Advisor

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.



Qualifications CRD# 4671346
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 7027 Old Madison Pike,
NW Suite 108,
Huntsville,
AL 
35806
Phone Number (205) 4039200

Office Location 3595 Grandview Parkway,
Suite 475,
Birmingham,AL  35243

Joined Edelman Financial Engines in 2005. Began his career in the financial services industry in 1991. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Texas Wesleyan University. Married to Aliesha. Dale enjoys college football, light construction, cooking, and skiing.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Office Location #1 Timber Way Suite 100,
Daphne,
AL 
36526
Phone Number (251) 6252220

James Henry Hardy is the founder of Horizon Financial. He holds the Series 6, 7, 24, 26, 53, and 66 registrations and is registered with SagePoint Financial, Inc. He is also licensed in Life, Health, Long-Term Care, and Disability insurance. Henry has been a financial services professional for over 25 years and supervises 11 Registered Representatives. Prior to becoming an independent financial advisor, Henry served as an assistant football coach at Auburn University (Graduate Assistant), Jacksonville State University, Opelika High School, and as Head Coach at Shaw High School in Mobile. Henry obtained a Bachelors in Education from Auburn University, a Masters in Education from Jacksonville State University, and a Masters in Education Administration from the University of South Alabama. Henry has been married to Barbara Steele Hardy for 38 years and they have three children. Henry is dedicated to demonstrating a model of professionalism that can change our customers, our employees, our industry, and even our community for the better.

About Horizon Financial

Horizon Financial is a broadly diversified financial services company formed for the purpose of achieving one key mission - helping people! Our mission is two-fold: We will provide excellent advice and service to our clients as they work with our team to plan for their financial future, and wealth transfer. We will provide excellent traning so that our advisors have up-to-date training on concepts, regulation, and products for the benefit of the client. Our primary business objective is to be the financial services provider of choice in every community we serve by demonstrating a level of ethics, competency, and professionalism that will set us apart from all our competitors and promote change for the better in our industry, for our customers, and the communities we serve.



List of Additional Financial Advisors in Alabama
Nbc Securities, Inc. Birmingham, AL
McDonald & Hagen Wealth Management Montgomery, AL
Bhk Securities, Llc Birmingham, AL
Sterne Agee Birmingham, AL
Kelley & Mullis Wealth Management Vestavia Hills, AL