Investment Advisors

Investment Advisors (CRD# 15708) is a financial advisory firm headquartered in Birmingham, AL. They manage $1,998,067,839 in 14,898 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,998
    MILLION
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Investment Advisors
Showing 1 - 10 of 529 top financial advisors.
1
Sheryl L. Austin
CRD#: 3252879
703 Green Valley Drive, Suite 201, Greensboro, NC 27408
96
Wealthminder
score

Sheryl Austin (CRD# 3252879) is an Investment Advisor Representative working at Investment Advisors in Greensboro, NC and has over 18 years of experience in the finance industry. Sheryl Austin 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
Alfred J. Baker
CRD#: 1035089
2420 S Lakemont Avenue, Suite 120, Orlando, FL 32814
96
Wealthminder
score

Alfred Baker (CRD# 1035089) is an Investment Advisor Representative working at Investment Advisors in Orlando, FL and has over 33 years of experience in the finance industry. Alfred Baker 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.

3
Michael E. Baker
CRD#: 3148292
3603 Pine Lane Se, Suite C, Bessemer, AL 35022
96
Wealthminder
score

Michael Baker (CRD# 3148292) is an Investment Advisor Representative working at Investment Advisors in Bessemer, AL and has over 18 years of experience in the finance industry. Michael Baker 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.

4
Scott A. Bass
CRD#: 4294488
5877 Highway 21 South, Suite B, Rincon, GA 31326
96
Wealthminder
score

Scott Bass (CRD# 4294488) is an Investment Advisor Representative working at Investment Advisors in Rincon, GA and has over 16 years of experience in the finance industry. Scott Bass 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.

5
David B. Bell
CRD#: 17313
5904 Six Forks Road, Suite 105, Raleigh, NC 27609
96
Wealthminder
score

David Bell (CRD# 17313) is an Investment Advisor Representative working at Investment Advisors in Raleigh, NC and has over 31 years of experience in the finance industry.

6
Randall L. Bliss
CRD#: 1311866
9930 Johnnycake Ridge Road, Unit 2f, Concord Township, OH 44060
96
Wealthminder
score

Randall Bliss (CRD# 1311866) is an Investment Advisor Representative working at Investment Advisors in Concord Township, OH and has over 20 years of experience in the finance industry. Randall Bliss 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
Blake L. Bottle
CRD#: 2065531
6930 E. Chauncey Lane, Suite 220, Phoenix, AZ 85054
96
Wealthminder
score

Blake Bottle (CRD# 2065531) is an Investment Advisor Representative working at Investment Advisors in Phoenix, AZ and has over 27 years of experience in the finance industry.

8
George W. Boulware
CRD#: 1195653
7242 Old Harding Pike, Nashville, TN 37221
96
Wealthminder
score

George Boulware (CRD# 1195653) is an Investment Advisor Representative working at Investment Advisors in Nashville, TN and has over 33 years of experience in the finance industry. George Boulware 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.

9
Kurt R. Britnell
CRD#: 2029749
3603 Pine Lane Se, Suite C, Bessemer, AL 35022
96
Wealthminder
score

Kurt Britnell (CRD# 2029749) is an Investment Advisor Representative working at Investment Advisors in Bessemer, AL and has over 27 years of experience in the finance industry. Kurt Britnell 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.

10
Steven R. Brunk
CRD#: 2820446
205 A South Liberty Street, Harrisonburg, VA 22801
96
Wealthminder
score

Steven Brunk (CRD# 2820446) is an Investment Advisor Representative working at Investment Advisors in Harrisonburg, VA and has over 20 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.