Collateral Financial Advisors, LLC

Collateral Financial Advisors, LLC (CRD# 154577) is a financial advisory firm headquartered in Birmingham, AL. They manage $1,093,741 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $20,254
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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, MS

Financial Advisors at Collateral Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Clara L. Armbrecht
CRD#: 1719337
1900 Crestwood Blvd, Suite 110, Birmingham, AL 35210
93
Wealthminder
score

Clara Armbrecht (CRD# 1719337) is an Investment Advisor Representative working at Collateral Financial Advisors, LLC in Birmingham, AL and has over 25 years of experience in the finance industry.

2
Lawrence R. Kesecker
CRD#: 1506100
1900 Crestwood Blvd, Suite 110, Birmingham, AL 35210
93
Wealthminder
score

Lawrence Kesecker (CRD# 1506100) is an Investment Advisor Representative working at Collateral Financial Advisors, LLC in Birmingham, AL and has over 30 years of experience in the finance industry.

3
Herbert D. Young
CRD#: 4730473
1900 Crestwood Blvd, Suite 110, Birmingham, AL 35210
59
Wealthminder
score

Herbert Young (CRD# 4730473) is an Investment Advisor Representative working at Collateral Financial Advisors, LLC in Birmingham, AL and has over 12 years of experience in the finance industry.

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