Financial advisors in Montgomery, AL

191 advisors · page 1 of 7

Allison Guice
Financial advisor at Jackson Thornton Wealth Management, LLC
Jackson Thornton Wealth Management, LLC · $2.01B AUM
CFP®Verified
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Amanda Overby
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Brian Mitchell
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Cindy Cornette
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Culver Broach
Financial advisor at Summit Financial, LLC
Summit Financial, LLC · $26.35B AUM
CFP®VerifiedFinancial planning
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David Petty
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Gilbert Meadows
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Holley Pierce
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Irby Thompson
Financial advisor at Waverly Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
CFP®VerifiedFinancial planning
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James Causey
Financial advisor at Jackson Thornton Wealth Management, LLC
Jackson Thornton Wealth Management, LLC · $2.01B AUM
CFP®Verified
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John Burns
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Jonathan Shoffner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Larry Groce
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Mark Bishop
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Matthew Murphy
Financial advisor at Marble Wealth, LLC
Marble Wealth, LLC · $1.05B AUM
CFP®VerifiedFinancial planning
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Melvin Sikes
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Rebecca Baker
Financial advisor at Marble Wealth, LLC
Marble Wealth, LLC · $1.05B AUM
CFP®VerifiedFinancial planning
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Robert Allan
Financial advisor at Welon Partners
Welon Partners · $57.4M AUM
CFP®VerifiedFinancial planning
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Sang Chung
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Aaron Bethune
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Adam Rogers
Financial advisor at Marble Wealth, LLC
Marble Wealth, LLC · $1.05B AUM
VerifiedFinancial planning
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Aiyana Keels
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Amanda Burchard
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Amy Garrigan
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Anneliese Roemer
Financial advisor at Waverly Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
VerifiedFinancial planning
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Aseelah Salaam
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Benjamin Auman
Financial advisor at Tucker Financial Group
Tucker Financial Group · $339M AUM
VerifiedFinancial planning
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Benjamin Walker
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Breck Honea
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Brett Crawford
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Montgomery, AL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Montgomery, AL.

How this list works

Before you hire an advisor in Montgomery, AL