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Find Retirement Planners for Retirement Planning in Alabama

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Alabama, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Alabama

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Jason Landers

Keel Point

100 Church Street
Suite 500

Huntsville, AL 35801

256-801-8022

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Will Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209

205-730-0044

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Jesse Scroggins

Southwestern Investment Advisory Services, Inc.

600 University Park Place, Suite 350

Birmingham, AL 35209

205-730-0055

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Terry Nager

Southern Capital Services, Inc. Registered Investment Advisor

29000 US Hwy 98

Daphne, AL 36526

251-626-1140

List of Additional Retirement Planners in Alabama*

* Additional advisor listing is provided in partnership with Yext

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Antonio D. Sankey & Associates, LLC

3000 Riverchase Galleria
Suite 950

Hoover, AL 35244
205-444-4996

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James Francis Eddins - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2935

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OakRing Investments - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3907

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Renee Allen - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-345-2035

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Barko Financial

22787 US 98
Suite E4

Fairhope, AL 36532
251-517-0207

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Alistair Harding-Smith - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6932

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Allstate Personal Financial Representative: Keith Skelton

1319 6th Ave SE

Decatur, AL 35601
256-566-4556

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Birmingham, AL Branch Office - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1500

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C. Thomas Lee - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4026

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Art Smith, New York Life

2310 Starmount Circle SW

Huntsville, AL 35801
256-517-1555

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Alexander Adamou - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9434

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Elizabeth Peggy Carlington - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3130

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Alabama ONE Wealth Advisory

1215 Veterans Memorial Parkway

Tuscaloosa, AL 35404
205-342-0108

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Stephen Cohen - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
702-792-3110

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Cummings & Associates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-967-2627

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Robert M. Denning - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1566

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Stonegate Wealth Management - UBS Financial Services Inc.

2005 Stonegate Trail
Suite 101

Birmingham, AL 35242
205-977-7069

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Miles Brandon - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-535-2804

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Scott McClanahan - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8449

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The Vise Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

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Edward Jones - Financial Advisor: Karen Seiter

6305 Piccadilly Square Dr
Suite B

Mobile, AL 36609
251-259-5009

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Edward Jones - Financial Advisor: Michael R Langford

801 W Main St
Ste 105

Hartford, AL 36344
334-588-0519

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First Command Financial Advisor - Jean Miller

1403 Rucker Blvd.

Enterprise, AL 36330
334-347-4238

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Edward Jones - Financial Advisor: Aron Matsuyama

1325 Gunter Ave

Guntersville, AL 35976
256-582-8007

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Peachtree Planning

3500 Blue Lake Drive
Suite 200

Birmingham, AL 35243
205-533-9452

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Amy Baughman - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2931

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Cochranmickels Retirement Specialists

4801 University Square
Suite 26

Huntsville, AL 35816
256-417-4870

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David Edgar Malone - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6935

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Martin Beasley - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7043

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Alexander Financial Group, LLC

1110 Montlimar Drive
Suite 1010

Mobile, AL 36609
251-340-3878

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Lucy Edwards - Morgan Stanley

414 Broad Street

Gadsden, AL 35901
256-613-0646

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Brooks Financial Services, LLC

925 Sharit Avenue
# 201

Gardendale, AL 35071
205-631-1815

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Vaughn Sparks - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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LifeCourse Capital Inc.

8331 Madison Boulevard
Suite 100

Madison, AL 35758
256-489-4400

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The Webb Garner Wealth Management Group - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1541

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Lentz Thompson Retirement Advisors

2205 Graham Avenue SW
Suite B

Decatur, AL 35601
256-308-9766

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Edward Goodson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7068

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Kevin Sutton - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-535-2810

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Taylor Smith | Smith Financial Group

121 Long Feather Ln

Alabaster, AL 35007
205-728-9813

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Morgan Stanley Financial Advisors

7530 Parker Road

Fairhope, AL 36532
251-990-2930

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Edward Jones - Financial Advisor: Rickey Gosa

3740 Highway 53
Suite X

Huntsville, AL 35806
256-851-0836

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Marc Hall - Ameriprise Financial Services, LLC

1451 W Main St

Dothan, AL 36301
334-699-3620

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Todd McBride - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-519-4040

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Reid & Company

2311 Highland Avenue South
Suite 100

Birmingham, AL 35205
205-918-1503

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First Command Financial Advisor - Andrew Fitch

6771 Taylor Circle

Montgomery, AL 36117
334-593-2099

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First Command Financial Advisor - David Lee

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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Edward Jones - Financial Advisor: Lisa M Cooper

623 W Laurel Ave

Foley, AL 36535
251-943-2723

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Huntsville, AL Branch Office - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
256-690-5508

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Sovereign CPA Group, LLC

2 Chase Corporate Dr

Hoover, AL 35244
205-402-4245

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Reid Fields - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2628

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Amy Cook - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9451

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The Daughdrill Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1074

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Henry Wealth Management

22787 US Highway 98
E4

Fairhope, AL 36532
251-517-0207

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C. Hunt Griffith - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1091

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Jeff Waters - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3142

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William Cummings - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7084

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Griffin Marshall - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8446

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Thomas Barko - Barko Financial

22787 US Highway 98

Fairhope, AL 36532
251-344-7116

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SA Stone Wealth Management Inc. - Chris Corley

3775B Professional Pkwy

Mobile, AL 36609
251-344-7116

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David Searcy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7075

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Dyken Wealth Strategies

234 Office Park Drive

Gulf Shores, AL 36542
251-955-2827

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Headwater Asset Mangement, LLC

1950 Stonegate Drive
Suite 325

Birmingham, AL 35242
205-623-3645

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Edward Jones - Financial Advisor: Matt Hale

229 Main St W
Suite A

Rainsville, AL 35986
256-638-6046

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Independence Financial Group

2501 20th Place South
Suite 300

Birmingham, AL 35223
205-268-1801

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Richard Alan Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7088

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Clay Cochran - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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GrandView Financial Group

Two Perimeter Park South
Suite 310 E

Birmingham, AL 35243
205-262-1120

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Legacy Advisors, Inc.

310 Eastdale Circle

Montgomery, AL 36117
334-277-4370

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Greystone Capital Management

2700 Corporate Drive
Suite 200

Birmingham, AL 35242
205-862-5008

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Medbery and Millard - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7097

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John Williford - Ameriprise Financial Services, LLC

1549 Professional Pkwy
Ste A

Auburn, AL 36830
334-887-8880

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Tom Kennedy - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6902

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Allstate Personal Financial Representative: Henry Moreman

9190 Boyd Cooper Pkwy

Montgomery, AL 36117
334-669-1263

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Jonathan R Hand - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7054

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OneAscent Wealth Management

23 Inverness Center Parkway
Suite A

Birmingham, AL 35242
205-313-9142

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Bryan M Blackburn, II II - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3346

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John McDonald - Ameriprise Financial Services, LLC

4332 Boulevard Park S
Ste D

Mobile, AL 36609
251-461-6091

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Jonathan Henson - Ameriprise Financial Services, LLC

1112 Bradshaw Dr

Florence, AL 35630
256-764-2205

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Richard Hydinger - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3143

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Jack Evans - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-345-2035

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Edward Jones

909 2nd Avenue NW

Cullman, AL 35055
256-739-5581

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Sandra S Ables - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-650-4029

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Shawn Buchanan - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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First Command Financial Advisor - Charley Rymer

6771 Taylor Circle

Montgomery, AL 36117
334-593-2099

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Steve Hudson - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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T Justin Cato - Ameriprise Financial Services, LLC

109 N Jefferson St
Ste 3

Huntsville, AL 35801
256-704-4530

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WinSouth Financial Services

1519 Rainbow Drive

Gadsden, AL 35901
256-543-7660

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Mobile Bay Financial Solutions, LLC

1060 Dauphin Street

Mobile, AL 36604
251-666-5000

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Jordan Miller - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8480

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Edward Jones

2015 Cherokee Ave SW
Ste C

Cullman, AL 35055
256-739-6609

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Allstate Personal Financial Representative: Deanna Lindsey

1726 Cherokee Ave SW
Ste C

Cullman, AL 35055
615-788-1253

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Coldsmith, Ryder & Associates - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
251-344-5551

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Garrett, Perkins & Associates - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Stephen Garrett Jr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Elizabeth Douglas - Ameriprise Financial Services, LLC

600 Boulevard South SW
Ste 104

Huntsville, AL 35802
256-705-3571

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Bruce G Coldsmith - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
251-344-5551

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Lewis Ruben Gayden III - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2654

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Jennifer Ryder - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
251-344-5551

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Joshua Cothran - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-967-2627

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Armand St Raymond - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-970-0792

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Hanley & Associates - Ameriprise Financial Services, LLC

4332 Boulevard Park S
Ste D

Mobile, AL 36609
251-345-0601

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Ollis Wealth Management

3280 Dauphin Street
Building B, Suite 122A

Mobile, AL 36606
251-725-1401

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GHG Financial Planning

11 N Water Street
Suite 10290

Mobile, AL 36602
251-300-8230

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Paul A. Russell - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-2302

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Mark Perkins - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Jason Cork - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3124

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Edward Jones

5336 Stadium Trace Pkwy
Suite #114

Hoover, AL 35244
205-988-4435

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Alynn Plaisted - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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Horizons Financial Group, Inc.

2477 Valleydale Road
Suite A-3

Birmingham, AL 35244
205-871-7743

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Mitcham Financial Services

6 Office Park Circle
Suite 207

Mountain Brook, AL 35223
205-338-3534

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Sergio R D'Oliveira - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2933

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Edward Jones - Financial Advisor: Scott B Cooper, AAMS¿

106 East Sixth Street

Tuscumbia, AL 35674
256-383-0838

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Provident Wealth Solutions

220 Providence Main
Suite 101

Huntsville, AL 35806
256-580-8001

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Richard F Hoerlein - Ameriprise Financial Services, LLC

2104 Exec Park Dr

Opelika, AL 36801
334-749-2755

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Progress Financial Services

2121 Highland Avenue South

Birmingham, AL 35205
205-705-1623

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Practical Financial Solutions

2204 Whitesburg Drive
Suite 305

Huntsville, AL 35801
256-602-1108

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Terry Simpson - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-345-2035

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Lakeside Group - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-351-7805

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Tod E Frick - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2944

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Tom Hammett - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Jon Lee - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4027

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Amanda Stewart Raney - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

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Harrison Jones Campbell - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2616

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Edward Jones - Financial Advisor: Christopher Smith, AAMS¿

120 W Dublin Dr
Suite 103

Madison, AL 35758
256-850-3153

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4Kast Advisors

606 Bon Secour Avenue

Fairhope, AL 36532
251-210-4207

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Sidney Fry - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7036

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Zac Snider - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8459

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Jake Wallace - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2946

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Ariss Financial Group - Ameriprise Financial Services, LLC

4121 Carmichael Rd
Ste 301

Montgomery, AL 36106
334-279-1174

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Ted Jackson - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-722-9344

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First Command Financial Advisor - Katie Waters

116 South Main Street

Enterprise, AL 36330
334-347-4238

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First Command Financial Advisor - Mark Dierlam

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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First Command Financial Advisor - Raul Negron

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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First Command Financial Advisor - Steve Winklmann

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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Montgomery, AL Branch Office - UBS Financial Services Inc.

4001 Carmichael Road Suite 400

Montgomery, AL 36106
334-260-3900

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Morgan Stanley Financial Advisors

3120 Frederick Road
Suite G

Opelika, AL 36801
334-821-1300

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Scott Richards - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1544

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E Jerry Windle - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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Steven Peterson - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Brandon Mulford Marsh - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6905

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The Keene Group - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
256-690-5504

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Hirsch/Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

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Bethy Heath - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7050

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Brandon Horton - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-969-4565

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First Command Financial Advisor - Sarah Caballero

116 South Main Street

Enterprise, AL 36330
334-347-4238

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Joseph L Lomax - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1080

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John Parker Wilson - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7033

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James Thomas Lee - Ameriprise Financial Services, LLC

3514 Montlimar Plaza Dr

Mobile, AL 36609
251-344-5551

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Steve Garrett Sr - Ameriprise Financial Services, LLC

5120 Selkirk Dr
Ste 200

Birmingham, AL 35242
205-313-9153

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John David Barranco - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3871

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Pathway Financial Group LLC

432 65th St
Suite B

Tuscaloosa, AL 35405
205-393-1917

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James W Bridges - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-535-2866

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Michael Sheehan - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3128

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Henry Joseph Hagood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7089

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Sommer Morris - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2633

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Jud Morrison - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9157

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Scott Pruitt - Ameriprise Financial Services, Inc.

1022 Edenton St

Birmingham, AL 35242
205-983-6401

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Richard Hirsch - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7029

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Hunter Groce - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2632

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Morgan Stanley Financial Advisors

305 Church St
Ste 720

Huntsville, AL 35801
256-712-3440

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Rusty Howard - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-345-2035

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Christopher C. Schatzman - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1099

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Dickie Blondheim - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2612

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Ralph Anderson - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2943

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Charles E Norwood - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7095

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Ronnie Robbins - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-519-4049

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Bunker Medbery - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7006

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Steve C Setterstrom - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1090

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The Setterstrom Killcreas Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1060

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Dane W Block Sr. - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-535-2830

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Philip H Crosby - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-519-4042

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Allstate Personal Financial Representative: Josh Odom

1811 Highway 78 E

Jasper, AL 35501
205-388-3837

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George Russell McCurdy - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2630

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Leigh J. Parks - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1066

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Todd Lowry - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9450

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Michael Newman - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2952

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Edward Jones - Financial Advisor: Katie E Brown, CRPC®

101 2nd Avenue Southwest

Cullman, AL 35055
256-739-0111

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Edward Jones - Financial Advisor: Kane Reece

3659 Lorna Road
Suite 153

Hoover, AL 35216
205-733-1669

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Farra Alford - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7008

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R. Wallace W Killcreas - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1064

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Brent Daughdrill - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-2312

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John Jeffery - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4015

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Liucija Smaizyte Wright - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6910

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Stephen H. Riddle - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9452

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Bobby Aycock - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7063

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TrueWealth Advisors LLC

2000 SouthLake Park
Suite 200

Birmingham, AL 35244
205-588-4800

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First Command Financial Advisor - Jeff Luther

116 South Main Street

Enterprise, AL 36330
334-347-4238

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Charles R Brown - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3344

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Tom Norris - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6915

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Allstate Personal Financial Representative: Patrick Robinson

2534 Rocky Ridge Rd

Vestavia, AL 35243
205-249-7676

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Hand and Chua Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7044

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Eric Oller - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6933

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Michael Lingo - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6907

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Norman Douglas Perreault - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4031

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William Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5378

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Braxton A Weimer - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7035

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Donny Bolton - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3345

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Tony Giles - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7051

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Jody McInnes - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2627

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Larry Groce - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2614

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Roy A Nutt Jr. - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2645

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First Command Financial Advisor - Gene Lesinski

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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Jeffrey A English - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7079

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Paul Winn - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2634

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Katie Hancock - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8444

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Lawrence Oakley - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2620

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Chuck Jones - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4011

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Kennedy Y Chua - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7049

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William M Hiden - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7015

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Richard Nolan Sanders - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
205-969-7027

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First Command Financial Advisor - Nicholas Friday

6771 Taylor Circle

Montgomery, AL 36117
334-593-2099

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Greg Harville - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1061

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Edward Jones

700 E Glenn Ave
Suite D

Auburn, AL 36830
334-826-2606

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Joe Curtis - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5380

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Grant Thomson - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-535-2852

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Mike C. Yarbrough - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4030

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First Command Financial Advisor - John Oldham

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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William Horne Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6926

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Steve Starling Vise - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7087

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Glenda Gough - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4031

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Leonardo D Silva - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2932

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Phillip J Berk - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
561-650-7562

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Sara Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5391

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Brad Baker - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7080

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Frank A Siegal - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7017

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Michael Spaulding - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4026

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First Command Financial Advisor - Alicia Villa

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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Edward Jones - Financial Advisor: Shean C Bradley

21 South Main Street

Wedowee, AL 36278
256-363-2252

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First Command Financial Advisor - Marissa Webb

116 South Main Street

Enterprise, AL 36330
334-347-4238

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Gambrell Financial Advisors

1512 Alex Drive
Rock Ridge Office Park

Birmingham, AL 35210
205-957-1612

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Jennifer Daffron - Ameriprise Financial Services, LLC

1451 W Main St

Dothan, AL 36301
334-699-3620

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Edward Jones - Financial Advisor: Reid Clark, ChFC®|CLU®

1115 Boll Weevil Cir

Enterprise, AL 36330
334-347-1586

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Edward Jones - Financial Advisor: Desmond Douglas, AAMS¿|CRPC®

137 N Saint Andrews St
Suite 2

Dothan, AL 36303
334-446-3976

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Lee Jackson - LPL Financial

1067 Woodley Road
Suite B1

Montgomery, AL 36106
334-676-2288

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Jimmy Dunlap - Morgan Stanley

501 Madison St SE

Huntsville, AL 35801
256-650-4008

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Blooming Floral Events

4101 Belvedere St

Mobile, AL 36693
251-622-0568

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Edward Jones - Financial Advisor: Wesley Singleton

151 Fly Creek Ave
Suite 415

Fairhope, AL 36532
251-990-6228

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Rutland Group- Morgan Stanley

305 Church Street SW
Suite 715

Huntsville, AL 35801
833-927-1937

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Allstate Personal Financial Representative: Frank Farnell

1849 Ogletree Rd
Ste 300

Auburn, AL 36830
251-622-8978

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Allstate Personal Financial Representative: Darryl Neese

312 Schillinger Rd S
Ste M

Mobile, AL 36608
251-525-0194

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Wesley Mann - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-759-9873

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Jonathan A. Behrens, CRPS - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1523

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Letts Financial Services

3450 Lakeshore Dr

Opelika, AL 36804
630-968-2323

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Kevin N. Haynes, CFP, CRPS - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3873

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Edward Jones - Financial Advisor: Chris Waye

44 Hughes Road
Suite 1000

Madison, AL 35758
256-772-7674

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Edward Jones - Financial Advisor: Chip Fisher

1745 Main Street
Suite A

Daphne, AL 36526
251-626-7719

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Patrick Cummings - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3119

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Edward Jones - Financial Advisor: Cheryl McCormick-Hann, AAMS¿

120 S. University Blvd., C-2

Mobile, AL 36608
251-342-2478

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Shannon, Shannon & Associates, Inc.

4144 Carmichael Rd
Suite 14

Montgomery, AL 36106
205-259-6389

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First Command Financial Advisor - Juan Mendives

116 South Main Street

Enterprise, AL 36330
334-347-4238

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Allstate Personal Financial Representative: Robert Garrett

5210 Highway 17

Helena, AL 35080
205-283-4434

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The Flower Shoppe of Providence

500 Providence Main St NW

Huntsville, AL 35806
256-210-0800

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Allstate Personal Financial Representative: Cecil Crunk

321 S Walnut St
Ste 1

Florence, AL 35630
256-710-8696

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Edward Jones - Financial Advisor: Brad Wallace

540 Hughes Rd
Suite 1

Madison, AL 35758
256-772-8237

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Megan Setterstrom Bruner - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-2305

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Jon Anderson - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9431

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Allstate Personal Financial Representative: Douglas Jeffries

1130 Eagletree Ln SW

Huntsville, AL 35801
630-608-2882

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Wilkins Miller Wealth Management

41 East Interstate 65 Service Road South
Suite 400

Mobile, AL 36608
251-410-6710

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Edward Jones - Financial Advisor: Jennifer S Langston

700 Boulevard South SW
Suite 402

Huntsville, AL 35802
256-880-3040

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Wealth VISIONary Financial, LLC

4121 Carmichael Road
Suite 401

Montgomery, AL 36106
334-221-7001

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K & K Financial Group

116 Church St
STE 3

RAINBOW CITY, AL 35906
256-563-6152

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Edward Jones - Financial Advisor: Micah Joy

27453 Capshaw Rd
Suite D

Athens, AL 35613
256-233-4037

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Window World of Gulf Coast

5400 A Willis Rd

Theodore, AL 36582
251-665-4646

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Jeff Roberts - Ameriprise Financial Services, LLC

31 Inverness Center Pkwy
Ste 550

Birmingham, AL 35242
205-313-9150

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Allstate Personal Financial Representative: William Stanford

1130 Eagletree Ln SW

Huntsville, AL 35801
256-881-1100

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Bryan Parker - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-588-5725

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Douglas Nunnally - Ameriprise Financial Services, LLC

6767 Old Madison Pike NW
Ste 405

Huntsville, AL 35806
256-419-2673

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John Barrow - Ameriprise Financial Services, LLC

1817 Commons North Dr

Tuscaloosa, AL 35406
205-345-2035

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Chip Grinkmeyer - Ameriprise Financial Services, LLC

600 Olde English Ln
Ste 104

Mountain Brook, AL 35223
678-809-4585

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Allstate Personal Financial Representative: Isaac Ephraim

832 Green Springs Hwy
Ste 101b

Homewood, AL 35209
205-942-6280

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Edward Jones - Financial Advisor: Max Baggett Jr

811 Selma Ave

Selma, AL 36701
334-875-7331

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Edward Jones - Financial Advisor: David Greer, AAMS¿

1807 Station Dr
Suite A

Prattville, AL 36066
334-568-2055

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John P Williamson - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3118

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Edward Jones - Financial Advisor: Heather R Singleton

208 East 2nd Street
Suite 3

Bay Minette, AL 36507
251-580-0099

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Edward Jones - Financial Advisor: Drew Lick

9948 Airport Blvd
Suite 1

Mobile, AL 36608
251-633-5465

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Edward Jones - Financial Advisor: Chad Jackson

207-A Shelton Beach Rd

Saraland, AL 36571
251-679-0657

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Edward Jones - Financial Advisor: Gail Birmingham, AAMS¿

7527 South Memorial Parkway
Suite A

Huntsville, AL 35802
256-881-0849

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Edward Jones - Financial Advisor: Janna D Carroll

1632 Gunter Avenue

Guntersville, AL 35976
256-582-7587

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Edward Jones - Financial Advisor: Brandon H Apida

2576 Montgomery Hwy
Suite 7

Dothan, AL 36303
334-794-2019

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First Command Financial Advisor - Adam Brink

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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E Butch Barger - Ameriprise Financial Services, LLC

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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William H. Caine - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7053

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Virginia Nixon - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-650-4059

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Edward Jones - Financial Advisor: Mark Riggs

128 North Jackson Avenue

Russellville, AL 35653
256-332-7924

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Edward Jones - Financial Advisor: Randy Price

1795 Hwy 72 E
Suite 101

Athens, AL 35611
256-232-9120

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Edward Jones - Financial Advisor: Jason M Kozon, CFP®|AAMS¿|CRPC®

22394 Miflin Rd
Ste 202

Foley, AL 36535
251-943-3399

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Lee Forehand - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4034

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First Command Financial Advisor - Brad Braithwaite

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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Oak Tree Financial Services, LLC

400 Bob Wallace Ave. SW

Huntsville, AL 35801
256-704-9400

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Edward Jones - Financial Advisor: John T Davis

201 Grand Avenue North

Ft Payne, AL 35967
256-845-4560

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Edward Jones - Financial Advisor: Garrett B Estes

307 Clinton Ave West
Suite 115

Huntsville, AL 35801
256-539-8746

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Edward Jones - Financial Advisor: Mary L Nevitt, AAMS¿

6475 Spanish Fort Blvd
Ste F

Spanish Fort, AL 36527
251-626-7499

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Edward Jones - Financial Advisor: Todd R Carroll

3883 Brashers Chapel Road

Guntersville, AL 35976
256-878-4671

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Edward Jones - Financial Advisor: Greg Wakefield

5630 W Main Street
Suite 4

Dothan, AL 36305
334-792-2970

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Steve Hanley - Ameriprise Financial Services, LLC

4332 Boulevard Park S
Ste D

Mobile, AL 36609
251-345-0601

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Peter Huver - Ameriprise Financial Services, Inc.

1400 Urban Center Dr
Ste 420

Birmingham, AL 35242
205-968-9899

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Barbara Beck - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8466

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C. Caleb Walker - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-690-5486

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Sam Tucker - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4028

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Aubrey Wilson - Morgan Stanley

201 South Court St, 4th
Fl

Florence, AL 35630
256-980-9119

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W. Hutch Radcliff - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1063

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Michael C Warr - Morgan Stanley

1470 Northbank Parkway
Ste 280

Tuscaloosa, AL 35406
205-344-8450

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Huntsville Wealth Management Group - UBS Financial Services Inc.

116 Jefferson Street South
Suite 100

Huntsville, AL 35801
256-690-5508

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Allstate Personal Financial Representative: Ray Hall

3929 Airport Blvd

Mobile, AL 36608
251-786-4255

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Edward Jones - Financial Advisor: Carlos E Mendoza, AAMS¿|CRPC®

8097 Madison Blvd
Ste 101

Madison, AL 35758
256-772-0344

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Tim Denis - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4036

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Stuart T Patton - Morgan Stanley

7515 Halcyon Summit Dr
Ste 300

Montgomery, AL 36117
334-270-2615

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First Command Financial Advisor - Renee Bauch

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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Steve Daughdrill - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1074

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Uriah D Williams - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7046

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Greg B Burchell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7040

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Longleaf Wealth Management - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3879

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First Command Financial Advisor - Corey Lessmann

116 South Main Street

Enterprise, AL 36330
334-347-4238

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Andrew C Scott - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7031

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George Liddon - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303
334-340-4029

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Hollis N Gieger Jr. - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7094

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Edward Jones - Financial Advisor: Grant Chandler

540 Hughes Rd
Suite 1

Madison, AL 35758
256-772-8237

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Jared Miller - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9455

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First Command Financial Advisor - Christopher McKeen

1343 Carmichael Way

Montgomery, AL 36106
334-277-7731

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First Command Financial Advisor - Kathy Wilson

475 Providence Main Street NW
Suite 403

Huntsville, AL 35806
256-489-9238

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Allstate Personal Financial Representative: Richard Akel

5588 Apple Park Dr
Ste 109

Birmingham, AL 35235
205-661-2700

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Allstate Personal Financial Representative: Brenda Stone

456 US Highway 431

Boaz, AL 35957
256-572-7091

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William A Bridell - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7005

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Edward Jones - Financial Advisor: Nicole Reid

208 East 2nd Street
Suite 3

Bay Minette, AL 36507
251-580-0099

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Allstate Personal Financial Representative: James Krell

5383 US Highway 11

Springville, AL 35146
205-907-7600

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Allstate Personal Financial Representative: Robert Plunket

4039 Florence Blvd

Florence, AL 35634
256-577-4282

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First Command Financial Advisor - Kirk Fitzmaurice

6771 Taylor Circle

Montgomery, AL 36117
334-593-2099

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Allstate Personal Financial Representative: Bonnie Partin

2008 Old Montgomery Hwy

Birmingham, AL 35244
205-423-6262

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William Jobe - Ameriprise Financial Services, Inc.

623 S Seminary St
Ste 110

Florence, AL 35630
256-740-8244

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The Legacy Group of Huntsville - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4003

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Nancy M Delony - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7048

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Andrew McCay - Morgan Stanley

3120 Frederick Road
Suite G

Opelika, AL 36801
334-501-3343

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The Market Street Group - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9436

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R. Lee Clark, Jr. - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9433

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David Jeffery - Morgan Stanley

105 South Court Street

Florence, AL 35630
256-760-5379

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Francisco D D'Oliveira - Morgan Stanley

7530 Parker Road

Fairhope, AL 36532
251-990-2938

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Donna S Cates - Ameriprise Financial Services, LLC

1500 Urban Center Dr
Ste 200

Birmingham, AL 35242
205-909-3126

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Harvey May - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6909

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The Lomax Group - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1103

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Lane P Wilson - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-535-2892

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Debra Haley - Ameriprise Financial Services, LLC

4332 Boulevard Park S
Ste D

Mobile, AL 36609
251-219-6087

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Bob Bailey - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-968-6927

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Edward Jones - Financial Advisor: Gary Barr

503 Blount Avenue

Guntersville, AL 35976
256-582-5400

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Edward Jones - Financial Advisor: Les Pinckard, AAMS¿

2607 Choctaw St

Dothan, AL 36303
334-792-1416

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Eddie M. King - UBS Financial Services Inc.

800 Shades Creek Parkway
Suite 800

Birmingham, AL 35209
205-414-1561

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Carl R. Watson - UBS Financial Services Inc.

4001 Carmichael Road
Suite 400

Montgomery, AL 36106
334-260-3903

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The Birmingham Red Mountain Group - Morgan Stanley

3500 Colonnade Parkway
Suite 200

Birmingham, AL 35243
205-969-7092

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Don Barthel - Morgan Stanley

300 Market Street NE
Suite 101

Decatur, AL 35601
256-552-9437

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J. Marshall Shields - Morgan Stanley

11 N Water St
Suite 16290

Mobile, AL 36602
251-470-1097

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Spike L McRoy - Morgan Stanley

305 Church St
Ste 720

Huntsville, AL 35801
256-650-4037

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Edward Jones - Financial Advisor: John G Butterfield, CFP®|AAMS¿

9238 Madison Blvd
Ste 1300-A

Madison, AL 35758
256-772-2907

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The Jones McRoy Team - Morgan Stanley

305 Church St
Ste 700

Huntsville, AL 35801
256-533-2150

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Edward Jones - Financial Advisor: Joey Caldwell

114 Williams St

Troy, AL 36081
334-670-9792

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Edward Jones

218 2nd Street Southeast

Cullman, AL 35055
256-734-6343

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Edward Jones - Financial Advisor: Keith E Castleberry

100 N Trammell St

Atmore, AL 36502
251-368-5727

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Edward Jones

3362 Morgan Drive

Birmingham, AL 35216
205-822-0229

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Edward Jones

1419 Leighton Ave
Suite C

Anniston, AL 36207
256-238-2980