Bridgeworth, Llc

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Description

  • 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. The firm consists of more than 50 advisors and staff members, each with distinct talents, abilities and areas of experience in financial planning. With more than 23 CERTIFIED FINANCIAL PLANNER professionals, Bridgeworth, LLC is one of the largest groups of CFP® practitioners in the region with offices in Birmingham and Huntsville. Many advisors have additional credentials including: Certified Public Accountants (CPA), Chartered Retirement Planning Counselor® designees (CRPC®), Chartered Financial Consultant® designees (ChFC®), Chartered Life Underwriter® designees (CLU®), and Chartered Financial Analyst® charter holder (CFA®).  Regardless of whether you need guidance with your retirement planning, prudent asset management, assistance with education planning or leaving a legacy to your family or favorite charity, we can provide the strategies and common sense direction to work toward your goals and objectives. Our firm adheres to the fiduciary standard of acting in our clients interests at all times while providing a holistic financial planning and wealth management experience.
  • location

    Headquarters:101 25th Street North , Birmingham, Alabama, United States

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  • Bridgeworth, Llc phone

    Phone Number: +1 205-208-8700

  • Bridgeworth, Llc website

    Website: https://www.bridgeworthllc.com

  • Bridgeworth, Llc employees

    Employees:41

  • Bridgeworth, Llc revenue

    Revenue:$1 - 10M

  • Bridgeworth, Llc legal name

    Legal Name:Bridgeworth, Llc

  • Bridgeworth, Llc's Social Media

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  • |  NAICS Code: 523930  |

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Person level website identification

CEO for Bridgeworth, Llc

Delynn Zell

Chief Executive Officer

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View Employees

Monica Stoudemire

Chief Compliance Officer

Donna Byrne

Chief Compliance Officer

Pam Stype

Owner

Brian Hinson

Partner

Patti Black

Partner

Frequently Asked Questions regarding Bridgeworth, Llc

  • Where are Bridgeworth, Llc's Headquarters?

    Bridgeworth, Llc's Headquarters are in 101 25th Street North ,Birmingham,Alabama,United States

  • What is Bridgeworth, Llc's phone number?

    Bridgeworth, Llc's phone number is +1 205-208-8700

  • What is Bridgeworth, Llc's official website?

    Bridgeworth, Llc's official website is https://www.bridgeworthllc.com

  • What is Bridgeworth, Llc's Revenue?

    Bridgeworth, Llc's revenue is $1 - 10M

  • What is Bridgeworth, Llc's NAICS code?

    Bridgeworth, Llc's NAICS code is 523930

  • How many employees are working in Bridgeworth, Llc

    Bridgeworth, Llc has 41 employees

  • What is Bridgeworth, Llc's Industry?

    Bridgeworth, Llc is in the industry of Financial Services

  • Who is Bridgeworth, Llc's CEO?

    Bridgeworth, Llc's CEO is Delynn Zell

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