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Financial ADVSR advisor directory · SEC adviser records

Somerset Advisory, LLC financial advisors in Birmingham, AL

Every SEC-registered investment adviser representative at a Somerset Advisory, LLC office in Birmingham, A to Z.

The short answer

3 registered advisors work at Somerset Advisory, LLC in Birmingham, out of 5 at the firm nationwide; it ranks number 71 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Somerset Advisory, LLC advisors in Birmingham, A to Z

Every Somerset Advisory, LLC advisor →

Somerset Advisory, LLC advisors in every city and state →Somerset Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Somerset Advisory, LLC advisors in other cities

Beaufort, SC 1Gordonsville, VA 1

Other firms in Birmingham

All Birmingham advisors →

Stonex Advisors Inc. 105Waverly Advisors, LLC 99Wells Fargo Clearing Services, LLC 91Morgan Stanley 83Raymond James & Associates, Inc. 52LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Oneascent Financial Services LLC 32Stifel, Nicolaus & Company, Incorporated 30Cetera Investment Advisers LLC 27Eversource Wealth Advisors, LLC 26The Welch Group, LLC 26

Questions

How many financial advisors does Somerset Advisory, LLC have in Birmingham?

3 investment adviser representatives are registered at Somerset Advisory, LLC offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Somerset Advisory, LLC one of the largest advisor employers in Birmingham?

Somerset Advisory, LLC ranks number 71 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 105.

How do I check a Somerset Advisory, LLC advisor in Birmingham?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Somerset Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.