Home > Financial Advisors > Alabama > Birmingham

Find Top Financial Advisors in Birmingham


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Birmingham. 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 Birmingham

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 Birmingham, Alabama
Financial Advisor Office Location Phone Number
Dale Hansen,
Edelman Financial Engines, LLC
3595 Grandview Parkway,
Birmingham, AL  35243
(205) 403-9200

Information on Qualified Financial Advisors in Birmingham

Qualifications CRD# 4671346
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 3595 Grandview Parkway,
Suite 475,
Birmingham,
AL 
35243
Phone Number (205) 4039200

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.



List of Additional Financial Advisors in or around Birmingham, Alabama
Bhk Securities, Llc Birmingham, AL
Nbc Securities, Inc. Birmingham, AL