BRIDGEWORTH, LLC

BRIDGEWORTH WEALTH MANAGEMENT
BIRMINGHAM, Alabama·20 registered advisors·CRD# 164100
SEC# 801-769561(205) 208-8700
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
0
Total firm employees
Advisors
20
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD-PARTY MANAGER FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BRIDGEWORTH, LLC

20 registered advisors
Amy Early Jemison
BIRMINGHAM, Alabama
Ashley Wayne Folkes
BIRMINGHAM, Alabama
CFP
Brian Troy Hinson
BIRMINGHAM, Alabama
CFPChFCPFS
Charles Zachary Ivey
BIRMINGHAM, Alabama
CFPCFA
David Wayne Harris
BIRMINGHAM, Alabama
CFP
Delynn Moring Zell
BIRMINGHAM, Alabama
CFP
Donna Ann Byrne
BIRMINGHAM, Alabama
Embree Dykema Deason
BIRMINGHAM, Alabama
Henry Barret Ware
BIRMINGHAM, Alabama
CFP
James Samuel Fitch
BIRMINGHAM, Alabama
Jeffrey Todd Mccormack
BIRMINGHAM, Alabama
CFP
Jennifer Wagner Sneed
BIRMINGHAM, Alabama
CFPChFC
Jeris Burns Gaston
BIRMINGHAM, Alabama
CFP
Jonathan Eric Millican
BIRMINGHAM, Alabama
Kathryn Ward Michael
BIRMINGHAM, Alabama
CFPChFC
Lawrence Alan Goldberg
BIRMINGHAM, Alabama
CFP
Robert Wayne Johnson
BIRMINGHAM, Alabama
CFP
Stanley Terrell Funches
BIRMINGHAM, Alabama
CFPChFC
Tomonica Michelle Stoudemire
BIRMINGHAM, Alabama
William O'neal Hocutt
BIRMINGHAM, Alabama
CFP
05

Office Locations

BIRMINGHAM, Alabama
20 advisors

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Data sourced from SEC Form ADV filings. BRIDGEWORTH, LLC (CRD# 164100) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.