Bridgeworth, LLC

Bridgeworth, LLC (CRD# 164100) is a financial advisory firm headquartered in Birmingham, AL. They manage $725,996,530 in 3,366 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    726
    MILLION
  • Total Number of Accounts
    3,366
    ACCOUNTS
  • Average Account Value
    $215,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, IL, KY, LA, MD, MS, NC, SC, TN, TX, VA

Financial Advisors at Bridgeworth, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Crystal L. Bowles
CRD#: 4211520
3800 Colonnade Parkway, Suite 300, Birmingham, AL 35243
96
Wealthminder
score

Crystal Bowles (CRD# 4211520) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 16 years of experience in the finance industry. Crystal Bowles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David M. Curles
CRD#: 5284702
3800 Colonade Parkway, Suite 300, Birmingham, AL 35243
96
Wealthminder
score

David Curles (CRD# 5284702) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 9 years of experience in the finance industry. David Curles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James S. Fitch
CRD#: 2108001
3800 Colonage Parkway, Suite 300, Birmingham, AL 35243
96
Wealthminder
score

James Fitch (CRD# 2108001) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 25 years of experience in the finance industry. James Fitch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeris B. Gaston
CRD#: 5238781
3800 Colonade Parkway, Suite 300, Birmingham, AL 35243
96
Wealthminder
score

Jeris Gaston (CRD# 5238781) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 9 years of experience in the finance industry. Jeris Gaston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Lawrence A. Goldberg
CRD#: 1962396
3800 Colonade Parkway, Suite 300, Birmingham, AL 35243
96
Wealthminder
score

Lawrence Goldberg (CRD# 1962396) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 27 years of experience in the finance industry. Lawrence Goldberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David W. Harris
CRD#: 1937707
3800 Colonade Parkway, Suite 300, Birmingham, AL 35243
96
Wealthminder
score

David Harris (CRD# 1937707) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 27 years of experience in the finance industry. David Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William O. Hocutt
CRD#: 4661987
3800 Colonnade Parkway, Suite 300, Birmingham, AL 35243
96
Wealthminder
score

William Hocutt (CRD# 4661987) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 13 years of experience in the finance industry. William Hocutt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Robert W. Johnson
CRD#: 2040981
400 Meridian Street, Suite 200, Huntsville, AL 35801
96
Wealthminder
score

Robert Johnson (CRD# 2040981) is an Investment Advisor Representative working at Bridgeworth, LLC in Huntsville, AL and has over 26 years of experience in the finance industry. Robert Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
David S. Le Compte
CRD#: 4920307
3800 Colonade Parkway, Suite 300, Birmingham, AL 35243
96
Wealthminder
score

David Le Compte (CRD# 4920307) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 11 years of experience in the finance industry. David Le Compte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jeffrey T. McCormack
CRD#: 2857491
3800 Colonade Parkway, Suite 300, Birmingham, AL 35243
96
Wealthminder
score

Jeffrey McCormack (CRD# 2857491) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 19 years of experience in the finance industry. Jeffrey McCormack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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