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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
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.
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 |
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.
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.
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.
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 |
* 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 |
Grow your AUM with pre-qualified leads!
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