Arlington Partners LLC

Arlington Partners LLC (CRD# 109335) is a financial advisory firm headquartered in Birmingham, AL. They manage $1,112,668,471 in 581 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,113
    MILLION
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $1,915,092
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CT, FL, GA, MS, NC, NH, TN, TX, VA

Financial Advisors at Arlington Partners LLC
Showing 1 - 8 of 8 top financial advisors.
1
Kenneth H. Polk
CRD#: 2558321
The John Hand Building, 2000 Morris Avenue, Suite 1200, Birmingham, AL 35203
96
Wealthminder
score

Kenneth Polk (CRD# 2558321) is an Investment Advisor Representative working at Arlington Partners LLC in Birmingham, AL and has over 22 years of experience in the finance industry. Kenneth Polk 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.

2
Christopher R. Trotter
CRD#: 3080512
The John Hand Building, 2000 Morris Avenue, Suite 1300, Birmingham, AL 35203
96
Wealthminder
score

Christopher Trotter (CRD# 3080512) is an Investment Advisor Representative working at Arlington Partners LLC in Birmingham, AL and has over 18 years of experience in the finance industry.

3
Mark J. Brown
CRD#: 4415154
The John Hand Building, 2000 Morris Avenue, Suite 1300, Birmingham, AL 35203
93
Wealthminder
score

Mark Brown (CRD# 4415154) is an Investment Advisor Representative working at Arlington Partners LLC in Birmingham, AL and has over 14 years of experience in the finance industry.

4
Jordan E. Cherry
CRD#: 5976058
The John Hand Building, 2000 Morris Avenue, Suite 1300, Birmingham, AL 35203
93
Wealthminder
score

Jordan Cherry (CRD# 5976058) is an Investment Advisor Representative working at Arlington Partners LLC in Birmingham, AL and has over 6 years of experience in the finance industry.

5
Sharon D. Taylor
CRD#: 1338059
The John Hand Building, 2000 Morris Avenue, Suite 1300, Birmingham, AL 35203
93
Wealthminder
score

Sharon Taylor (CRD# 1338059) is an Investment Advisor Representative working at Arlington Partners LLC in Birmingham, AL and has over 31 years of experience in the finance industry.

6
Peter E. Barber
CRD#: 4371227
The John Hand Building, 2000 Morris Avenue, Suite 1300, Birmingham, AL 35203
90
Wealthminder
score

Peter Barber (CRD# 4371227) is an Investment Advisor Representative working at Arlington Partners LLC in Birmingham, AL and has 1 year of experience in the finance industry. Peter Barber 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.

7
Emily L. Farrior
CRD#: 5600784
The John Hand Building, 2000 Morris Avenue, Suite 1300, Birmingham, AL 35203
90
Wealthminder
score

Emily Farrior (CRD# 5600784) is an Investment Advisor Representative working at Arlington Partners LLC in Birmingham, AL and has over 6 years of experience in the finance industry.

8
William A. Levant
CRD#: 5502071
515 Church Street, Franklin, TN 37065
90
Wealthminder
score

William Levant (CRD# 5502071) is an Investment Advisor Representative working at Arlington Partners LLC in Franklin, TN and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.