Top 20 Financial Services Companies in Mobile

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Below is the list of Top 20 Financial Services Companies in Mobile ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Mobile

1. Employee Fiduciary

Industry: Financial Services

Location: Mobile, Alabama

Website: employeefiduciary.com

Company Founded: 2004

Company Size: 51-200

Company Address: 250 State Street, Mobile, Alabama, United States

Employee Fiduciary Contact Details

Name Title LinkedIn Phone Email
Ben Macon Marketing And Sales Associate
Josh Chancey Senior Client Relationship Manager
Christopher Marcet Director Of Operations
Joshua Sollie Client Relationship Manager
Anthony Welford Senior Erisa Compliance Analyst
Anthony Welford Senior Erisa Compliance Analyst
Carson Smith Erisa Compliance Analyst
Requires/Intent and 22 more Employees
Cloud Computing Solutions
Securities Trading & Brokerage
Quality Control & Assurance
and more

2. Coggin Financial Services

Industry: Financial Services

Location: Mobile, Alabama

Website: cogginfinancialservices.com

Company Founded: 1975

Company Size: 1-10

Coggin Financial Services Contact Details

Name Title LinkedIn Phone Email
Coggin Gerald Risk Manager
Requires/Intent
Risk Management & Compliance
Compliance & Regulatory Advisory
HR & Talent Acquisition
ESG & Sustainable Finance Consulting
Financial Auditing & Reporting
and more

3. Dailyaccess Corporation

Industry: Financial Services

Location: Mobile, Alabama

Website: dailyaccess.com

Company Founded: 1995

Company Size: 51-200

Company Address: 307 University Boulevard North, Mobile, Alabama, United States

Dailyaccess Corporation Contact Details

Name Title LinkedIn Phone Email
Wes Ehlert Business Development Specialist
Michael Pearson Compliance Analyst
Lena Livingston New Business Implementation Specialist
Todd Reyes Relationship Manager
Pam Kotis Director, Compliance At Dailyaccess Corporation
Joe Duke System Administrator
Rochelle Thompson Staff Accountant
Requires/Intent and 15 more Employees
Document Management & E-signature Solutions
Marketing Services
Technology Consulting
and more

4. Dti Partners, Inc D/b/a Diversified Trading Institute

Industry: Financial Services

Location: Mobile, Alabama

Website: dtitrader.com

Company Founded: 1996

Company Size: 11-50

Company Address: 1555 South University Boulevard, Mobile, Alabama, United States

Dti Partners, Inc D/b/a Diversified Trading Institute Contact Details

Name Title LinkedIn Phone Email
Jeffrey Ondracka Sales Director
Jenny Bates Executive Assistant
Adam Mowrey Operations
Adam Yrabedra Account Executive
Geof Smith Chief Executive Officer And Chief Instructor
Adam Mowrey Assistant
Allison Price Operations
Requires/Intent and 1 more Employees
Debt Collection & Recovery
Cloud Computing Solutions
Wealth Management
and more

5. Mortgage Team 1, Inc.

Industry: Financial Services

Location: Mobile, Alabama

Company Founded: 2003

Company Size: 1-10

Company Address: 6336 Piccadilly Sq Drive, Mobile, Alabama, United States

Mortgage Team 1, Inc. Contact Details

Name Title LinkedIn Phone Email
Jamie Frampton Loan Officer
Requires/Intent
Employee Training & Workforce Development
Asset Management
Omnichannel Customer Support
Marketing Services
Business Strategy & Growth Consulting
and more

6. Service 1 Federal Credit Union

Industry: Financial Services

Location: Mobile, Alabama

Company Size: 11-50

Company Address: 2051 South Broad Street, Mobile, Alabama, United States

Service 1 Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Sharika Crawford Member Services Supervisor
Brittney Mattes Branch Service Leader
Toya Mcgee Member Service Representative
Requires/Intent
Omnichannel Customer Support
Risk Management & Compliance
and more

7. Tradingpub, Llc

Industry: Financial Services

Location: Mobile, Alabama

Website: tradingpub.com

Company Founded: 2011

Company Size: 1-10

Tradingpub, Llc Contact Details

Name Title LinkedIn Phone Email
Yana Ninova-johnson Head Of Marketing
Trading Pub President
Requires/Intent
Asset Management
Insurance & Underwriting Services
and more

8. Wilkins Miller Wealth Management

Industry: Financial Services

Location: Mobile, Alabama

Website: wmwealthmgt.com

Company Founded: 2007

Company Size: 1-10

Company Address: 41 West I65 Service Road North, Mobile, Alabama, United States

Wilkins Miller Wealth Management Contact Details

Name Title LinkedIn Phone Email
Greg Bowen Managing Director
Alex Bowen Homemaker
Requires/Intent
Portfolio Management
Financial Forecasting & Modeling
Sales & Lead Generation Strategy
and more

9. Merchants Adjustment Service

Industry: Financial Services

Location: Mobile, Alabama

Website: masinc.org

Company Founded: 1968

Company Size: 11-50

Company Address: 56 North Florida Street, Mobile, Alabama, United States

Merchants Adjustment Service Contact Details

Name Title LinkedIn Phone Email
Lauren Savage Business Development
Donny Savage Part Owner
Courtney Weaver Manager Assistant
Requires/Intent
Tax Planning & Strategy
Technology Consulting
Securities Trading & Brokerage
Document Management & E-signature Solutions
and more

10. Springhill Toyota

Industry: Financial Services

Location: Mobile, Alabama

Website: springhilltoyota.com

Company Size: 51-200

Company Address: 3062 Government Boulevard, Mobile, Alabama, United States

Springhill Toyota Contact Details

Name Title LinkedIn Phone Email
Ralph Davis Sales Consultant
Mike Ricardy General Manager
Doug Sanders Sales Consultant
Requires/Intent
Business Strategy & Growth Consulting
Corporate Finance Strategy
Credit Rating & Analysis
Cloud Computing Solutions
Quality Control & Assurance
and more

11. Harbor Financial Services

Industry: Financial Services

Location: Mobile, Alabama

Website: harborfs.com

Company Founded: 2004

Company Size: 51-200

Company Address: 11 North Water Street, Mobile, Alabama, United States

Harbor Financial Services Contact Details

Name Title LinkedIn Phone Email
Brittany Strickland Branch Operations Manager
Alexis Maloy Investment Advisor At Harbor Financial Services
Owen Drey General Counsel And Risk Officer
Tori Guthrie Financial Assistant
Shannon Reid Assistant To Financial Advisor
Ray Wright Owner
Kevin Adkins Financial Advisor
Requires/Intent and 8 more Employees
Securities Trading & Brokerage
Quality Control & Assurance
and more

12. Global Administrative Services

Industry: Financial Services

Location: Mobile, Alabama

Company Size: 1-10

Company Address: 1110 Hillcrest Road, Mobile, Alabama, United States

Global Administrative Services Contact Details

Name Title LinkedIn Phone Email
Eileen Betz Human Resources Manager
Requires/Intent
Quality Control & Assurance
Data Analytics & Business Intelligence
Cybersecurity & Data Protection
Employee Training & Workforce Development
Treasury & Cash Flow Management
and more

13. Alabama Credit Corp

Industry: Financial Services

Location: Mobile, Alabama

Company Size: 11-50

Company Address: 116 East I65 Service Road North, Mobile, Alabama, United States

Alabama Credit Corp Contact Details

Name Title LinkedIn Phone Email
Latonya Crawford Legal Assistant
Rose Hunter Legal Clerk
Requires/Intent
Credit Rating & Analysis
Sales & Lead Generation Strategy
Financial Planning & Retirement Solutions
and more

14. Ox Publishing

Industry: Financial Services

Location: Mobile, Alabama

Website: oxpublishing.com

Company Size: 1-10

Company Address: 851 East I 65 Service Road, Mobile, Alabama, United States

Ox Publishing Contact Details

Name Title LinkedIn Phone Email
Mitzi Pate Bookkeeper
Beth Carter Customer Service Manager
Tucker Kelly Assistant
Requires/Intent
Debt Collection & Recovery
Employee Training & Workforce Development
Mobile App Development For Financial Services
and more

15. Washington Mutual Finance Co

Industry: Financial Services

Location: Mobile, Alabama

Company Size: 201-500

Company Address: 3468 Spring Hill Avenue, Mobile, Alabama, United States

Washington Mutual Finance Co Contact Details

Name Title LinkedIn Phone Email
Debbie Steele Assistant Manager
Requires/Intent
Automation & Workflow Optimization
Employee Training & Workforce Development
Technology Consulting
and more

16. Grove Financial Group, Inc.

Industry: Financial Services

Location: Mobile, Alabama

Website: grovefinancialgroupinc.com

Company Founded: 1997

Company Size: 1-10

Grove Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Leon Grove Chief Executive Officer
Requires/Intent
Treasury & Cash Flow Management
Banking & Payment Processing
Risk Management & Compliance
ERP For Financial Institutions
Financial Auditing & Reporting
and more

Mobile Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ben Macon Employee Fiduciary Marketing And Sales Associate
2 Josh Chancey Employee Fiduciary Senior Client Relationship Manager
3 Christopher Marcet Employee Fiduciary Director Of Operations
4 Joshua Sollie Employee Fiduciary Client Relationship Manager
5 Anthony Welford Employee Fiduciary Senior Erisa Compliance Analyst
6 Anthony Welford Employee Fiduciary Senior Erisa Compliance Analyst
7 Carson Smith Employee Fiduciary Erisa Compliance Analyst
8 Coggin Gerald Coggin Financial Services Risk Manager
9 Wes Ehlert Dailyaccess Corporation Business Development Specialist
10 Michael Pearson Dailyaccess Corporation Compliance Analyst
11 Lena Livingston Dailyaccess Corporation New Business Implementation Specialist
12 Todd Reyes Dailyaccess Corporation Relationship Manager
13 Pam Kotis Dailyaccess Corporation Director, Compliance At Dailyaccess Corporation
14 Joe Duke Dailyaccess Corporation System Administrator
15 Rochelle Thompson Dailyaccess Corporation Staff Accountant
16 Jeffrey Ondracka Dti Partners, Inc D/b/a Diversified Trading Institute Sales Director
17 Jenny Bates Dti Partners, Inc D/b/a Diversified Trading Institute Executive Assistant
18 Adam Mowrey Dti Partners, Inc D/b/a Diversified Trading Institute Operations
19 Adam Yrabedra Dti Partners, Inc D/b/a Diversified Trading Institute Account Executive
20 Geof Smith Dti Partners, Inc D/b/a Diversified Trading Institute Chief Executive Officer And Chief Instructor
21 Adam Mowrey Dti Partners, Inc D/b/a Diversified Trading Institute Assistant
22 Allison Price Dti Partners, Inc D/b/a Diversified Trading Institute Operations
23 Jamie Frampton Mortgage Team 1, Inc. Loan Officer
24 Sharika Crawford Service 1 Federal Credit Union Member Services Supervisor
25 Brittney Mattes Service 1 Federal Credit Union Branch Service Leader
26 Toya Mcgee Service 1 Federal Credit Union Member Service Representative
27 Yana Ninova-johnson Tradingpub, Llc Head Of Marketing
28 Trading Pub Tradingpub, Llc President
29 Greg Bowen Wilkins Miller Wealth Management Managing Director
30 Alex Bowen Wilkins Miller Wealth Management Homemaker
31 Lauren Savage Merchants Adjustment Service Business Development
32 Donny Savage Merchants Adjustment Service Part Owner
33 Courtney Weaver Merchants Adjustment Service Manager Assistant
34 Ralph Davis Springhill Toyota Sales Consultant
35 Mike Ricardy Springhill Toyota General Manager
36 Doug Sanders Springhill Toyota Sales Consultant
37 Brittany Strickland Harbor Financial Services Branch Operations Manager
38 Alexis Maloy Harbor Financial Services Investment Advisor At Harbor Financial Services
39 Owen Drey Harbor Financial Services General Counsel And Risk Officer
40 Tori Guthrie Harbor Financial Services Financial Assistant