Michael C. Mashburn, Sr., AIF®, MBA

Michael C. Mashburn, Sr., AIF®, MBA

Chief Investment Officer Co-Founder

Mike has been in the financial services industry his entire career, which began in 1982 with SouthTrust Bank as a commercial lender. He merged his practice with Jim Nix in 1994, and they have been business partners ever since.

Mike has held his Alabama insurance license for over 15 years. He received his bachelor’s degree in business administration from Birmingham Southern College in 1982 and his MBA from Samford University in 1989.

Mike and his wife, Debbie, live in Vestavia and have three children. He is an active member of All Saints Episcopal Church. He enjoys spending time with family and friends as well as golf, tennis and yard work.


Registration and Licenses help through LPL Financial

Series 7 General Securities Representative Registration
Series 24 General Securities Principal Registration
Series 63 Uniform Securities Agent State Law Registration
Series 65 Uniform Investment Advisor Law Registration
Licensed with the State of Alabama for Life, Health & Annuities
AIF® Accredited Investment Fiduciary designation

No disciplinary actions have ever been taken against Michael C. Mashburn, Sr. by FINRA
FINRA CRD# 1524812. You can view broker information here:
Current FINRA state registrations: AL, FL, GA, MS, NC