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Misty Mcminn

25 Years of Experience
Birmingham, AL
BrokerSells Insurance

Misty Mcminn is a registered investment advisor, based in Birmingham, AL, with 25 years of industry experience.

Location

2100 SouthBridge Pkwy, Suite 650, Birmingham, AL, 35209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Misty is the Director of Internal Sales at Concourse Fin Group and a Sr Planning Specialist at Simplicity Group, both insurance-related businesses, dedicating full-time hours to each. She is also an IAR Rep at TLG Advisors Inc, but spends no time on this role.

Employment History
Current Registrations
The Leaders Group, INC.
November 2024 - Present · 1 yr 6 mos
Tlg Advisors, INC.
November 2024 - Present · 1 yr 6 mos
The Leaders Group, INC.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Concourse Financial Group Advisors
November 2020 - December 2024 · 4 yrs 1 mo
Concourse Financial Group Securities, INC.Broker
October 2000 - December 2024 · 24 yrs 2 mos
State Registrations1 state
AL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Misty Mcminn - Financial Advisor | TrueAdvisor