Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Robertsdale, AL
Every SEC-registered investment adviser representative at a firm office in Robertsdale, with the firms that employ the most of them.
5 registered advisors work in Robertsdale; the most are at Allstate Financial Advisors, LLC (2). 0 list the CFP designation and 4 are also registered broker representatives.
Firms with the most advisors in Robertsdale
| Firm | Advisors in Robertsdale |
|---|---|
| Allstate Financial Advisors, LLC | 2 |
| Ameriprise Financial Services, LLC news | 1 |
| Redesign Wealth Planning | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Robertsdale, A to Z
Search all of Alabama →- Wayne A. GruenlohAmeriprise Financial Services, LLC
- Julie JenkinsRedesign Wealth Planning
- Kurt RaheAllstate Financial Advisors, LLC
- Timothy P. Simmonds IIState Farm Investment Management Corp.
- Walter S. Wright IIIAllstate Financial Advisors, LLC
Other cities in Alabama
All of Alabama →Birmingham 1,170Huntsville 334Mobile 258Montgomery 164Tuscaloosa 119Fairhope 117Vestavia Hills 113Hoover 90Dothan 80Florence 70Homewood 63Decatur 50Auburn 48Daphne 48Madison 48Opelika 39Gadsden 38Vestavia 31Cullman 25Anniston 22Mountain Brook 22Gulf Shores 17Trussville 16Foley 15
Questions
How many financial advisors are in Robertsdale, AL?
5 investment adviser representatives are registered at firm offices in Robertsdale, Alabama, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Robertsdale?
Allstate Financial Advisors, LLC, with 2 registered advisors in Robertsdale, followed by Ameriprise Financial Services, LLC with 1.
How do I check a financial advisor in Robertsdale?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.