Bonnie Partin, financial advisor Birmingham AL

Bonnie Partin

CRD Number: 5988801
Current Firm: Allstate Financial Advisors, LLC

Bonnie Partin (CRD# 5988801) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Birmingham, AL and has over 12 years of experience in the finance industry.

Similar Advisors
Steven Abrams, financial advisor Birmingham AL
Steven G. Abrams
CRD# 2842337
Nbc Securities, Inc.
Similar Advisors
Bradford Acton, financial advisor Birmingham AL
Bradford D. Acton
CRD# 6641051
Rfg Advisory, LLC
Similar Advisors
Brook Acton, financial advisor Birmingham AL
Brook D. Acton
CRD# 6186795
Cetera Investment Advisers LLC
Company Name Location Dates Years
Allstate Insurance Co Birmingham, AL Mar 2020 - Current 4
Nobius Greenville, SC Feb 2002 - Current 22
Moneytrax Melbourne, FL Mar 2015 - Mar 2020 5
Peak Potentials San Diego, CA Feb 2013 - Mar 2020 7
Transamerica Financial Advisors, Inc. Cullman, AL Jan 2012 - Mar 2020 8
Pear LLC Greenville, SC Nov 2008 - Mar 2020 11
Re Headquarters Greenville, SC Aug 2008 - Mar 2020 11
Nsa Collierville, TN Aug 2002 - Mar 2020 17
World Financial Group, Inc. Cullman, AL Oct 2011 - Feb 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Bonnie L. Partin
Phone Number: 877-232-2142
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $328,756
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Bonnie Partin and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.