Interserv, LLC

Interserv, LLC (CRD# 140944) is a financial advisory firm headquartered in Mobile, AL. They manage $864,826,590 in 1,109 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    865
    MILLION
  • Total Number of Accounts
    1,109
    ACCOUNTS
  • Average Account Value
    $779,826
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, CA, KS, MD, MO, OH, PA, TX

Financial Advisors at Interserv, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Margaret H. Pierce
CRD#: 2153454
Duxbury, MA
96
Wealthminder
score

Margaret Pierce (CRD# 2153454) is an Investment Advisor Representative working at Interserv, LLC in Duxbury, MA and has over 25 years of experience in the finance industry. Margaret Pierce 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
Natalie Fong
CRD#: 3210662
307 University Blvd. North, Bldg 3, Suite 2900, Mobile, AL 36688
93
Wealthminder
score

Natalie Fong (CRD# 3210662) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 18 years of experience in the finance industry.

3
Jeffrey V. Hockenbrock
CRD#: 4480398
307 University Blvd. North, Bldg 3, Suite 2900, Mobile, AL 36688
93
Wealthminder
score

Jeffrey Hockenbrock (CRD# 4480398) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 10 years of experience in the finance industry.

4
Taji Jacob
CRD#: 5011397
307 University Blvd. North, Bldg 3, Suite 2900, Mobile, AL 36688
93
Wealthminder
score

Taji Jacob (CRD# 5011397) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 11 years of experience in the finance industry.

5
Tomas E. Jansson
CRD#: 4456213
307 University Blvd. North, Bldg 3, Suite 2900, Mobile, AL 36688
93
Wealthminder
score

Tomas Jansson (CRD# 4456213) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 15 years of experience in the finance industry.

6
Ross A. Plumberg
CRD#: 4664957
307 University Blvd. North, Bldg 3, Suite 2900, Mobile, AL 36688
93
Wealthminder
score

Ross Plumberg (CRD# 4664957) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 14 years of experience in the finance industry.

7
Troy D. Thomas
CRD#: 2982086
35 Iron Point Circle, Suite 100, Folsom, CA 95630
93
Wealthminder
score

Troy Thomas (CRD# 2982086) is an Investment Advisor Representative working at Interserv, LLC in Folsom, CA and has over 9 years of experience in the finance industry.

8
Eric B. Vernon
CRD#: 2848697
307 University Blvd. North, Bldg 3, Suite 2900, Mobile, AL 36688
93
Wealthminder
score

Eric Vernon (CRD# 2848697) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 16 years of experience in the finance industry.

9
Marvin R. Woodall
CRD#: 2947349
307 University Blvd. North, Bldg 3, Suite 2900, Mobile, AL 36688
93
Wealthminder
score

Marvin Woodall (CRD# 2947349) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 19 years of experience in the finance industry.

10
Andrew A. Brandt
CRD#: 6090451
307 University Blvd. North, Bldg 3, Suite 2900, Mobile, AL 36688
90
Wealthminder
score

Andrew Brandt (CRD# 6090451) is an Investment Advisor Representative working at Interserv, LLC in Mobile, AL and has over 5 years of experience in the finance industry.

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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.