Atlantes Financial Advisors

Atlantes Financial Advisors (CRD# 138210) is a financial advisory firm headquartered in Fairhope, AL. They manage $25,175,318 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $419,589
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, LA

Financial Advisors at Atlantes Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
John P. Brandon
CRD#: 1888508
365 Grand Avenue, Suite A, Fairhope, AL 36532
96
Wealthminder
score

John Brandon (CRD# 1888508) is an Investment Advisor Representative working at Atlantes Financial Advisors in Fairhope, AL and has over 29 years of experience in the finance industry. John Brandon 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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