Advisor at Next Phase Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Next Phase Advisors
Location
Cullman, AL 35055
Credentials
Series 63, Series 65
Industry experience
11 years
1.50% annually
Fee-only: Fixed fees for financial planning between $2,500 and $12,000
Next Phase Advisors LLC
2024 - Present (2 years)
Next Phase Advisors LLC
2023 - Present (3 years)
Brookstone Wealth Advisors
2022 - 2024 (2 years)
Nolen Financial Group
2017 - Present (9 years)
Regions BAnk
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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