Drawing on a Wealth of Knowledge

Bridgeworth Insights

Join

Calendar of Events

View

Bridgeworth, LLC Becomes Independent RIA, Adds Advisors

Bridgeworth News

BIRMINGHAM, Ala. (August 9, 2012) – Birmingham financial planning firm Bridgeworth, LLC announced it has formed its own independent Registered Investment Adviser (RIA), giving its advisors more flexibility in choosing where to house their clients’ assets. In addition, PinOak Advisors LLC has merged into Bridgeworth. PinOak Managing Member Pete McCarn has joined Bridgeworth, LLC as …

Bridgeworth, LLC Names Stanley T. Funches Chief Compliance Officer

Bridgeworth News - Stanley T. Funches

BIRMINGHAM, Ala. (September 4, 2012) – Bridgeworth, LLC, a registered investment adviser, has named Stanley T. Funches, Sr., CFP®, ChFC®, CRPC®, MBA, as Chief Compliance Officer. While continuing to serve clients with investment and financial needs, Funches will also oversee systems designed to keep advisors compliant with state and federal laws and rules regulating financial …