Advisors at this firm
David B
CFP®, Series 63, Series 65
Daphne, AL
Wealth Management Consultants, LLC
David Braud is a Certified Financial Planner® with 39 years of industry experience. He is currently affiliated with OSAIC since 2023 and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he serves as President and Treasurer of the Daphne Executive Center Condo Owner's Association. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers various advisory programs and third-party manager access through its extensive network of financial advisers.
Miles B
Series 63, Series 65
Mobile, AL
Wealth Management Consultants, LLC