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Find Top Financial Advisors in Daphne, Alabama

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Daphne, Alabama
Last Updated - 28-Jun-2022

Daphne has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 4 non-vetted advisors in your local area. These financial advisors in Daphne, Alabama have an average of 30 years of experience.

NOTE: The list of financial advisors in Daphne, Alabama mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Daphne, Alabama.

Qualified Financial Advisors in Daphne, Alabama
Financial Advisor Experience AUM Minimum Assets Fee Structure
Terry Nager
CFP®, ChFC®
SOUTHERN CAPITAL SERVICES, INC. REGISTERED INVESTMENT ADVISOR
29000 US Hwy 98,
Daphne, AL 36526
34 Not Specified $100,000 Fee-Only
Clay Anderson
CFA®
ASCENDANCE WEALTH
1414 N 10th Ave,
Pensacola, FL 32503
21 $50000000 $100,000 Fee-Only
Robert W Scullen
CFP®
BROOKSTONE CAPITAL MANAGEMENT LLC
2760 Semoran Circle,
Pensacola, FL 32503
35 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Daphne

Qualifications CRD# 344567
Firm CRD# 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.

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# 5268282
Firm CRD# 142583

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly


Office Location 1414 N 10th Ave,
Pensacola,
FL
32503
Phone Number 303-264-4797

ABILITY / TRANSPARENCY / INTEGRITY Clay Anderson leads all investment activities for the firm and has overseen over $800M in investments across multiple continents for a number of clients and corporations in diverse industries. He has multiple degrees in finance from the University of Colorado and also holds a CFA charter. Clay grew up on a large cattle ranch in southeastern Colorado and remains active in its operation. He splits his time between Colorado and Florida with his wife, Lauren (a Pensacola native), and three children.

About Ascendance Wealth

We exist to pursue maximum financial returns for all our clients through efficient use of risk suitable for each.

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, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 807388
Firm CRD# 141413
Series 65

Compensation/Fee Fee-Based


Office Location 2760 Semoran Circle,
Pensacola,
FL
32503
Phone Number 850-262-9360

Robert W. Scullen, CFP®.
Bob is a highly experienced financial planner and investment advisor representative of Brookstone Capital Management. Upon graduating from the United States Air Force Academy, Bob proudly served as a pilot in the United States Air Force. After leaving active duty, he began his career in financial services. Bob has helped many families and individuals develop plans to achieve their financial needs and goals. As a CFP®, he is held to a fiduciary standard which requires him to put his clients interests ahead of his own. His experience includes retirement and income planning and implementing investment strategies consistent with the needs, abilities and risk tolerance of each client. Bob has extensive experience in charitable giving strategies and estate planning and has represented a national charity advising donors and clients to maximize their financial and philanthropic needs and goals.

About Brookstone Capital Management LLC

At Scullen Wealth Management, we take our role of fiduciary very seriously and act in the best interests of our clients. We are proud to represent Brookstone Capital Management. We believe that being affiliated with Brookstone enables us to offer the expertise and customized opportunities to help our clients build long term, risk managed portfolios tailored to meet their unique financial goals. Brookstone Capital Management was founded in 2006, has more than 50,000 clients and more than $8 Billion in assets under management. Brookstone Capital Management takes an objective approach to every strategy and investment recommended. Brookstone offers a diverse universe of investments to align with the individual situations of each investor. Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client's risk tolerance and focuses on strategies that manage risk and attempt to avoid significant drawdowns. Our goal is to have long-term investments experience the power of compounding returns. Our Mission We strive to conduct our business according to the highest standards of Honesty, Integrity, and Fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Insurance Products & Annuities


Top Financial Advisor Firms in Daphne, Alabama (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Southern Capital Services Inc
29000 Us Hwy 98 , The Summit, Suite 203-B,
Daphne, AL 36526
$176,693,052 706 A percentage of AUM

    List of Additional Advisors in Daphne, Alabama*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Edward Jones
    Inquire with Edward
    8760 County Road 64, Daphne, AL  36526 251-626-7701
    Edward Jones
    Inquire with Edward
    7096 Stone Dr, Suite B, Daphne, AL  36526 251-625-3045
    Edward Jones
    Inquire with Edward
    29000 U S Highway 98, Ste A-302, Daphne, AL  36526 251-621-9750
    Edward Jones
    Inquire with Edward
    1745 Main Street, Suite A, Daphne, AL  36526 251-626-7719
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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