James Sandifer, financial advisor Mobile AL
96 score

James Sandifer

CRD 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 29 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.

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Professional Designations
Company Name Location Dates Years
Cfp - Self Mobile, AL Sep 2007 - Current 9
Sandifer & Associates Mobile, AL Sep 1997 - Current 19
J E Sandifer Financial Mobile, AL Aug 1983 - Current 33
Self-employed - Insurance Sales Mobile, AL Feb 1979 - Current 37
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
Contact Info for James E. Sandifer
Phone Number: 251-340-1984
Registered State(s):
  • AL
  • LA
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $213,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CO, FL, LA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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