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.
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.
| Financial Advisors in Daphne, 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 |
| James Hardy Horizon Financial |
#1 Timber Way Suite 100, Daphne, AL 36526 |
(251) 625-2220 |
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
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.
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.
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.
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