Alder Financial Group Inc.
Alder Financial Group Inc. (CRD# 108837) is a financial advisory firm headquartered in Atlanta, GA. They manage $72,812,098 in 281 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management73MILLION
Total Number of Accounts281ACCOUNTS
Average Account Value$259,118
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bruce Gaylor (CRD# 1960863) is an Investment Advisor Representative working at Alder Financial Group Inc. in Birmingham, AL and has over 28 years of experience in the finance industry. Bruce Gaylor 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.
Charles Webb (CRD# 1711187) is an Investment Advisor Representative working at Alder Financial Group Inc. in Atlanta, GA and has over 30 years of experience in the finance industry.