Investment Advisors

Investment Advisors (CRD# 15708) is a financial advisory firm headquartered in Birmingham, AL. They manage $2,787,508,013 in 17,256 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,788
    MILLION
  • Total Number of Accounts
    17,256
    ACCOUNTS
  • Average Account Value
    $161,538
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 560 top financial advisors.
1
Kenneth W. Askew
CRD#: 3195685
2707 Artie Street, Suite 12, Huntsville, AL 35805
96
Wealthminder
score

Kenneth Askew (CRD# 3195685) is an Investment Advisor Representative working at Investment Advisors in Huntsville, AL and has over 18 years of experience in the finance industry. Kenneth Askew 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
Donald K. Atkins
CRD#: 2829986
106 Commons Blvd, Suite B, Piedmont, SC 29673
96
Wealthminder
score

Donald Atkins (CRD# 2829986) is an Investment Advisor Representative working at Investment Advisors in Piedmont, SC and has over 21 years of experience in the finance industry. Donald Atkins 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
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.

4
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 34 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.

5
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 19 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.

6
Scott A. Bass
CRD#: 4294488
506 Gentilly Road, Statesboro, GA 30458
96
Wealthminder
score

Scott Bass (CRD# 4294488) is an Investment Advisor Representative working at Investment Advisors in Statesboro, GA and has over 17 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.

7
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 32 years of experience in the finance industry.

8
Floyd T. Bernard
CRD#: 823407
4610 Bluebonnet Blvd, Suite B, Baton Rouge, LA 70809
96
Wealthminder
score

Floyd Bernard (CRD# 823407) is an Investment Advisor Representative working at Investment Advisors in Baton Rouge, LA and has over 11 years of experience in the finance industry.

9
Douglas E. Birch
CRD#: 5052024
8655 Sw Citizens Drive, Suite 102, Wilsonville, OR 97070
96
Wealthminder
score

Douglas Birch (CRD# 5052024) is an Investment Advisor Representative working at Investment Advisors in Wilsonville, OR and has over 12 years of experience in the finance industry. Douglas Birch 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
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.

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