Invista Advisors

Invista Advisors (CRD# 282899) is a financial advisory firm headquartered in Montgomery, AL. They manage $462,356,039 in 994 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
350 Leavell Circle, Montgomery, AL 36117
https://www.linkedin.com/in/jason-bryant-aif®-0a05b27/
By the Numbers
  • Total Assets Under Management
    462
    MILLION
  • Total Number of Accounts
    994
    ACCOUNTS
  • Average Account Value
    $465,147
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, NC, TN, TX

Financial Advisors at Invista Advisors
Showing 1 - 10 of 10 top financial advisors.
1
Michael Barranco, financial advisor Montgomery AL
Michael J. Barranco
CRD#: 4825738
350 Leavell Circle, Montgomery, AL 36117

Michael Barranco (CRD# 4825738) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 19 years of experience in the finance industry.

2
Michael Barranco, financial advisor Montgomery AL
Michael A. Barranco
CRD#: 6358281
350 Leavell Circle, Montgomery, AL 36117

Michael Barranco (CRD# 6358281) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 7 years of experience in the finance industry.

3
Jason Bryant, financial advisor Montgomery AL
Jason J. Bryant
CRD#: 5608607
350 Leavell Circle, Montgomery, AL 36117

Jason Bryant (CRD# 5608607) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 15 years of experience in the finance industry.

4
Donald Chastain, financial advisor Auburn AL
Donald G. Chastain
CRD#: 4558422
1820 East University Drive, Auburn, AL 36830

Donald Chastain (CRD# 4558422) is an Investment Advisor Representative working at Invista Advisors in Auburn, AL and has over 21 years of experience in the finance industry.

5
Lisa Free, financial advisor Montgomery AL
Lisa M. Free
CRD#: 5724349
350 Leavell Circle, Montgomery, AL 36117

Lisa Free (CRD# 5724349) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 14 years of experience in the finance industry.

6
Carl McDonald, financial advisor Montgomery AL
Carl B. McDonald
CRD#: 1968938
350 Leavell Circle, Montgomery, AL 36117

Carl McDonald (CRD# 1968938) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 34 years of experience in the finance industry.

7
James Perry, financial advisor Montgomery AL
James H. Perry
CRD#: 4612862
350 Leavell Circle, Montgomery, AL 36117

James Perry (CRD# 4612862) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 21 years of experience in the finance industry.

8
Daniel Sloan, financial advisor Montgomery AL
Daniel L. Sloan
CRD#: 1496530
350 Leavell Circle, Montgomery, AL 36117

Daniel Sloan (CRD# 1496530) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 37 years of experience in the finance industry.

9
Mary Smith, financial advisor Montgomery AL
Mary K. Smith
CRD#: 2369000
350 Leavell Circle, Montgomery, AL 36117

Mary Smith (CRD# 2369000) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 24 years of experience in the finance industry.

10
Jessica Hemard, financial advisor Auburn AL
Jessica M. Hemard
CRD#: 7761037
1820 East University Drive, Auburn, AL 36830

Jessica Hemard (CRD# 7761037) is an Investment Advisor Representative working at Invista Advisors in Auburn, AL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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