Bridgeworth LLC
Legal Name: BRIDGEWORTH, LLC
Full Contact Details
Bridgeworth LLC
3800 COLONNADE PARKWAY, SUITE 300, BIRMINGHAM, AL
(205) 208-8700
(205) 208-8701
Other Info
Bridgeworth LLC, legally known as BRIDGEWORTH, LLC, is an Alabama-based Limited Liability Company that operates with 50 employees, all of whom are advisors. The firm caters to 16 clients and its SEC status is reported as "Approved" with a registration date of August 9, 2012, indicating a strong reputation in the financial advisory industry.
Bridgeworth | Serving Clients in Birmingham & Huntsville, AL
Helping define what wealth means to you. We are a dynamic, experienced team of professionals passionate about helping our clients with confidence and clarity. Serving clients in Birmingham and Huntsville, Alabama.
Bridgeworth | Serving Clients in Birmingham & Huntsville, AL
Helping define what wealth means to you. We are a dynamic, experienced team of professionals passionate about helping our clients with confidence and clarity. Serving clients in Birmingham and Huntsville, Alabama.
Direct Owners
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BRIAN TROY HINSON
EQUITY PARTNER owns more than 10% but less than 25%
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CHARLES ZACHARY IVEY
EQUITY PARTNER owns more than 10% but less than 25%
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DAVID WAYNE HARRIS
EQUITY PARTNER owns more than 10% but less than 25%
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DELYNN MORING ZELL
CHIEF EXECUTIVE OFFICER/MANAGING PARTNER owns more than 10% but less than 25%
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HENRY BARRET WARE
EQUITY PARTNER owns more than 10% but less than 25%
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JAMES SAMUEL FITCH
EQUITY PARTNER owns less than 5%
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JEFFREY TODD MCCORMACK
EQUITY PARTNER owns more than 10% but less than 25%
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JENNIFER WAGNER SNEED
EQUITY PARTNER owns more than 10% but less than 25%
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JERIS BURNS GASTON
EQUITY PARTNER owns less than 5%
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JONATHAN ERIC MILLICAN
DIRECTOR OF PLANNING owns less than 5%
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JULIA HARDIN ELLIS
DIRECTOR OF MARKETING owns less than 5%
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ROBERT WAYNE JOHNSON
EQUITY PARTNER owns more than 5% but less than 10%
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SARA ARELLANO SMITH
CHIEF FINANCIAL OFFICER owns less than 5%
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TOMONICA MICHELLE STOUDEMIRE
CHIEF COMPLIANCE OFFICER owns less than 5%
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WILLIAM O'NEAL HOCUTT
EQUITY PARTNER owns less than 5%
Firms Located Nearby
Top Holdings
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- VANGUARD ADMIRAL FDS INC $18,136k
- Diamondback Energy Inc $17,900k
- VANGUARD INDEX FDS TOTAL STK MKT $14,571k
- GOLDMAN SACHS ETF TR $10,383k
- VANGUARD ADMIRAL F $9,736k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $9,715k
- GOLDMAN SACHS ETF TR $8,750k
- SPDR S&P 500 ETF TR TR UNIT $8,104k