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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.
Huntsville
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
70
non-vetted advisors in your local area. These financial advisors in
Huntsville, Alabama
have an average of
41
years of experience.
NOTE: The list of financial
advisors in
Huntsville, 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
Huntsville, Alabama.
| Qualified Financial Advisors in Huntsville, Alabama | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Ron Moody
CFP®, CSA®, CRPC® OAK TREE FINANCIAL SERVICES, LLC 400 Bob Wallace Ave SW, Huntsville, AL 35801 |
41 | $110,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 1002081
Firm CRD# 6413
Series 7, 8, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
400 Bob Wallace Ave SW,
Huntsville,
AL
35801
Phone Number
256-704-9400
Ron Moody is the founder and Chief Investment Officer of Oak Tree Financial Services, LLC. Ron has been involved in the financial services industry since 1981. He graduated with a bachelor's degree from the University of Alabama. Ron holds the designations of CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor® from the College of Financial Planning, Certified Senior Advisor®, and is a member of the Financial Planning Association. Ron holds various securities registrations with LPL Financial including Series 63, 7 and 8; Series 65 held with Oak Tree Financial Services. His extensive background and knowledge in the investment, estate and retirement planning fields help Ron to provide outstanding service to his clients. Because Ron is challenged by the financial market, he approaches his job enthusiastically. He has dedicated himself to long hours and staying up to date through continuing education courses. It is through this effort that Ron feels he can best serve the people he works for, his clients, and help them achieve the "work optional" lifestyle. Ron's knowledge in the financial services arena has helped him to conduct numerous seminars and workshops on investments and estate planning. Through outstanding service and a commitment to excellence, Ron has built a solid client base and cares deeply for his clients' success.
Founded in 2009, Oak Tree Financial Services, LLC has a combined 80+ years of financial service experience across 4 different advisors. Securities are offered through LPL Financial, LLC, an SEC registered investment adviser and member FINRA/SIPC broker/dealer. This allows Oak Tree to maintain the "small town" look and feel, while still being backed by the support and technology of a Fortune 500 company. Our goal at Oak Tree is not to see how large we can become, but how small we can remain so that we build long term relationships and you receive the individual service that you deserve and expect.
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, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Huntsville, Alabama (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| KEEL POINT, LLC
100 Church Street , Suite 500, Huntsville, AL 35801 |
$2,914,562,596 | 4650 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| SMITH THORNTON ADVISORS, LLC
626 Clinton Avenue West, , Suite 100, Huntsville, AL 35801 |
$526,023,892 | 709 |
A percentage of AUM Hourly charges Fixed fees |
| CLOUD INVESTMENTS, LLC
200 Clinton Ave , Suite 1020, Huntsville, AL 35801 |
$225,527,000 | 1205 |
A percentage of AUM |
| LONGVIEW FINANCIAL ADVISORS, INC.
4245 Balmoral Drive , Suite 306, Huntsville, AL 35801 |
$192,209,730 | 695 |
A percentage of AUM Fixed fees |
| OAK TREE FINANCIAL SERVICES, LLC
400 Bob Wallace Avenue Sw, Huntsville, AL 35801 |
$124,398,864 | 462 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Art Smith, New York Life Inquire with Art |
2310 Starmount Circle SW, Huntsville, AL 35801 | 256-517-1555 |
| T Justin Cato Inquire with T |
109 N Jefferson St, Ste 3, Huntsville, AL 35801 | 256-704-4530 |
| Elizabeth Douglas Inquire with Elizabeth |
600 Boulevard South SW, Ste 104, Huntsville, AL 35802 | 256-705-3571 |
| The Legacy Group of Huntsville Inquire with Legacy |
305 Church St, Ste 720, Huntsville, AL 35801 | 256-650-4003 |
| Todd McBride Inquire with Todd |
305 Church St, Ste 720, Huntsville, AL 35801 | 256-519-4040 |
| James W Bridges Inquire with James |
305 Church St, Ste 720, Huntsville, AL 35801 | 256-535-2866 |
| Jimmy Dunlap Inquire with Jimmy |
501 Madison St SE, Huntsville, AL 35801 | 256-650-4008 |
| Sandra S Ables Inquire with Sandra |
501 Madison St SE, Huntsville, AL 35801 | 256-650-4029 |
| Glenda Gough Inquire with Glenda |
305 Church St, Ste 720, Huntsville, AL 35801 | 256-650-4031 |
| Philip H Crosby Inquire with Philip |
305 Church St, Ste 720, Huntsville, AL 35801 | 256-519-4042 |
Grow your AUM with pre-qualified leads!
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