Advisor at Halcyon Professional 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
Halcyon Professional Advisors
Location
Cullman, AL 35055
Credentials
PFS™
Industry experience
9 years
Retainer fees billed monthly or quarterly in advance, ranges from $2,000 to $20,000 annually.
Fee-only: Financial Review: $500-$950; Limited Scope Engagement: $1,000-$5,000; Retainer: $2,000-$20,000 annually, billed monthly or quarterly in advance.
Halcyon Professional Advisors, LLC
2015 - Present (11 years)
Athens State University
2009 - 2019 (10 years)
Baldwin Church of Christ
2006 - Present (20 years)
Physician Resource Network
1997 - Present (29 years)
Michael W. Waters, CPA, LLC
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Cullman, AL
Edward Jones
Series 66
Cullman, AL
Edward Jones
Series 66
Cullman, AL
Edward Jones
Series 63, Series 66
Cullman, AL
Edward Jones
Series 63, Series 65
Cullman, AL
Next Phase Advisors
Series 65
Cullman, AL
Next Phase Advisors
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