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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Winfield, AL

Every SEC-registered investment adviser representative at a firm office in Winfield, with the firms that employ the most of them.

The short answer

3 registered advisors work in Winfield; the most are at State Farm Investment Management Corp. (2). 1 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Winfield

FirmAdvisors in Winfield
State Farm Investment Management Corp.2
Edward Jones news1

Advisors in Winfield, A to Z

CFP advisors in Winfield →

Other cities in Alabama

All of Alabama →

Birmingham 1,180Huntsville 333Mobile 257Montgomery 179Tuscaloosa 120Fairhope 111Vestavia Hills 109Hoover 87Dothan 80Florence 72Homewood 60Decatur 52Auburn 46Daphne 45Gadsden 41Madison 41Opelika 37Vestavia 30Anniston 25Cullman 25Mountain Brook 22Prattville 16Foley 15Trussville 15

Questions

How many financial advisors are in Winfield, AL?

3 investment adviser representatives are registered at firm offices in Winfield, Alabama, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Winfield?

State Farm Investment Management Corp., with 2 registered advisors in Winfield, followed by Edward Jones with 1.

How do I check a financial advisor in Winfield?

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.