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Bridgeworth’s financial planning process is called One-Size-Fits-None™ because we believe strongly that your financial plan should fit you and no one else. It begins with a blank sheet of paper and a conversation about your specific goals, and that conversation between you and your Bridgeworth advisor will continue far into the future.

Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional. BrokerCheck Logo.

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Bridgeport Financial, Inc. is a team of individuals who combine their natural talents with an innovative process to generate revenue for its clients and goodwill for the community. As a result, clients of Bridgeport Financial, Inc. recognize increased revenue recovery, decreased Days Sales Outstanding (DSOs), increased customer retention, added goodwill and improved efficiency.

Bridgeworth Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Bridgeworth Wealth Management and its representatives are properly licensed or exempt from licensure and a client advisory agreement is in place.

Bridgeworth Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Bridgeworth Wealth Management and its representatives are properly licensed or exempt from licensure and a client advisory agreement is in place.

Aug 06, 2021 · Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, provides a breakdown of market activity for the past month. Look for a market update from Bridgeworth on the first Friday of each month! As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion …

Securities and Advisory Services offered through LPL Financial – A Registered Investment Advisor, Member FINRA/SIPC.Please refer to the Disclaimer page for limitations and conditions regarding this application. conditions regarding this application.

Bridgeworth Wealth Management, Financial Planning. 101 25th Street North Birmingham, AL 35203. (205) 208-8700

Bridgeworth is based out of Birmingham. Bridgeworth is a large advisory firm with 5452 clients and discretionary assets under management (AUM) of $1,858,583,866 (Form ADV from 2021-07-27). Their last reported 13F filing for Q2 2021 included $351,304,000 in managed 13F securities and a top 10 holdings concentration of 63.25%.

Jul 07, 2021 · For four years running, Bridgeworth has been named as one of the Financial Times’ “Top 300 Registered Investment Advisers.” With headquarters in Birmingham, Alabama, the firm, which also goes by Bridgeworth Wealth Management and Bridgeworth Financial, is on SmartAsset’s lists of the top financial advisors in Birmingham and the top financial advisors in Alabama.

Apr 30, 2015 · Bridgeworth, LLC, a registered investment adviser. About LPL Financial. LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice …

James Gunter is a certified financial planner operating in Birmingham, Alabama, with a total of 11 years in the industry. Gunter is an employee of Bridgeworth Wealth Management. Throughout their career, they have worked at Raymond James Financial Services, Inc, Fleishel Financial Associates, Acti…

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Get details for Bridgeworth Wealth Management’s 4 employees, email format for bridgeworthllc.com and phone numbers. Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. \n\nThe firm consists of more than 50 advisors and staff members, each with distinct talents …

Aug 15, 2012 · LPL will serve as broker-dealer and custodian to Bridgeworth Financial. Bridgeworth Financial was formed in 2008 by a group of certified financial advisors and …

May 11, 2021 · Bridgeworth Wealth Management is a fee-based financial advisor headquartered in Birmingham. The firm requires a $500,000 minimum account balance and charges an annual portfolio management fee of up to 1.35% for clients with up to $500,000 in assets under management.

Bridgeworth Wealth Management is a financial advisory company based out of Birmingham, Alabama. It has offices in two locations and a total of 50 financial advisors. It handles $2 billion in assets under management between its 3,317 customer accounts, placing it among the largest firms in the country by assets under management.

Susan Copeland is a certified financial planner based in Birmingham, Alabama, who has been in the financial industry for 16 years. Copeland currently works for Bridgeworth Wealth Management. Over the course of their career, Copeland has held roles at Lululemon Athletica, Full Time Mom, Sterne Age…