Alan Gaylor, CFP®

Certified Financial Planner™, EVP at Alder Financial Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Birmingham, Alabama, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CFP®
    Certified Financial Planner Board of Standards Inc

Experience

  • Alder Financial Group
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Certified Financial Planner™, EVP
      • 1998 - Present

      Alan Gaylor is the Co-founder of the The Alder Financial Group. He responsible for overseeing all aspects of the development and implementation of fixed income portfolio strategies. As a certified financial planner, he works extensively with the firm's clients on the development of their financial plans and and is an integral part of the ongoing management of client assets. Alan Gaylor is the Co-founder of the The Alder Financial Group. He responsible for overseeing all aspects of the development and implementation of fixed income portfolio strategies. As a certified financial planner, he works extensively with the firm's clients on the development of their financial plans and and is an integral part of the ongoing management of client assets.

  • SouthTrust Securities, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Fixed Inome Sales
      • 1989 - 1998
  • First Alabama Bank
    • United States
    • Software Development
    • Credit Analyst, Officer
      • 1987 - 1989

Education

  • University of Alabama at Birmingham Masters Program
    MBA
    1990 - 1991
  • University of Alabama
    B.S. in Finance
    1982 - 1986

Community

You need to have a working account to view this content. Click here to join now