John Pelham, financial advisor Homewood AL
93 score

John Pelham

CRD Number: 1252189
Current Firm: Ameritas Investment Corp

John Pelham (CRD# 1252189) is an Investment Advisor Representative working at Ameritas Investment Corp in Homewood, AL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp. Lincoln, NE Oct 2003 - Current 13
Ameritas Life Insurance Corp Lincoln, NE Oct 2003 - Current 13
Nowlin & Associates Homewood, AL Mar 1998 - Current 18
State Mutual Life Assurance Company Birmingham, AL May 1986 - Current 30
Union Central Life Insurance Cincinnati, OH Jun 2006 - Dec 2011 5
Acacia Life Insurance Bethesda, MD Oct 2003 - Dec 2011 8
Nowlin & Assoc Mortgage Corp Homewood, AL Apr 2004 - Dec 2009 5
Alabama Financial Center Homewood, AL Jan 2008 - Jan 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for John A. Pelham
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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