Financial Strategies Wealth Management LLC

Financial Strategies Wealth Management LLC (CRD# 170530) is a financial advisory firm headquartered in Montrose, AL. They manage $22,507,135 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 114, Montrose, AL 36559
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $511,526
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, MS

Financial Advisors at Financial Strategies Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Clifton Hunter, financial advisor Fairhope AL
Clifton R. Hunter
CRD#: 2954450
Fairhope, AL

Clifton Hunter (CRD# 2954450) is an Investment Advisor Representative working at Financial Strategies Wealth Management LLC in Fairhope, AL and has over 24 years of experience in the finance industry.

2
James Pearson, financial advisor Fairhope AL
James R. Pearson
CRD#: 4486441
Fairhope, AL

James Pearson (CRD# 4486441) is an Investment Advisor Representative working at Financial Strategies Wealth Management LLC in Fairhope, AL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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