James SandiferCRD Number: 1031904
Current Firm: Sandifer & Associates
James Sandifer (CRD# 1031904) is an Investment Advisor Representative working at Sandifer & Associates in Mobile, AL and has over 30 years of experience in the finance industry. James Sandifer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Retirement Advisors, Inc.
Msi Financial Services, Inc.
Global Financial Private Capital, LLC
|Cfp - Self||Mobile, AL||Sep 2007 - Current||10|
|Sandifer & Associates||Mobile, AL||Sep 1997 - Current||20|
|J E Sandifer Financial||Mobile, AL||Aug 1983 - Current||34|
|Self-employed - Insurance Sales||Mobile, AL||Feb 1979 - Current||38|
|Raymond James Financial Services Advisors, Inc.||Mobile, AL||Jan 2009 - Jul 2013||4|
|Raymond James Financial Services, Inc.||Mobile, AL||Jan 1982 - Jul 2013||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1987|
Total Assets Under Management102MILLIONS
Total Number of Accounts476ACCOUNTS
Average Account Value$213,400
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CO, FL, LA