Investment Advisors

Investment Advisors (CRD# 15708) is a financial advisory firm headquartered in Birmingham, AL. They manage $4,395,472,222 in 22,138 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,395
    MILLION
  • Total Number of Accounts
    22,138
    ACCOUNTS
  • Average Account Value
    $198,549
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)
  • 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.

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 402 top financial advisors.
1
Terry J. George
CRD#: 4734244
4057 28th St NW, Rochester, MN 55901

Terry George (CRD# 4734244) is an Investment Advisor Representative working at Security Financial Management in Rochester, MN and has over 15 years of experience in the finance industry. Terry George 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Charles W. Allen
CRD#: 2643102
8245 Devereaux Drive, Suite 103, Melbourne, FL 32940

Charles Allen (CRD# 2643102) is an Investment Advisor Representative working at Investment Advisors in Melbourne, FL and has over 4 years of experience in the finance industry.

3
David P. Allen
CRD#: 1210763
2420 S Lakemont Avenue, Suite 120, Orlando, FL 32814

David Allen (CRD# 1210763) is an Investment Advisor Representative working at Investment Advisors in Orlando, FL and has over 29 years of experience in the finance industry. David Allen 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
Michael D. Allen
CRD#: 3153161
2420 S Lakemont Avenue, Suite 120, Orlando, FL 32814

Michael Allen (CRD# 3153161) is an Investment Advisor Representative working at Investment Advisors in Orlando, FL and has over 20 years of experience in the finance industry. Michael Allen 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
Mitchell W. Allen
CRD#: 6847163
2420 S Lakemont Avenue, Suite 120, Orlando, FL 32814

Mitchell Allen (CRD# 6847163) is an Investment Advisor Representative working at Investment Advisors in Orlando, FL and has over 3 years of experience in the finance industry.

6
Beth L. Anderson
CRD#: 1307452
2801 Highway 280 South, Birmingham, AL 35223

Beth Anderson (CRD# 1307452) is an Investment Advisor Representative working at Investment Advisors in Birmingham, AL and has over 16 years of experience in the finance industry.

7
Elizabeth G. Anderson
CRD#: 2209248
2801 Highway 280 South, Birmingham, AL 35223

Elizabeth Anderson (CRD# 2209248) is an Investment Advisor Representative working at Investment Advisors in Birmingham, AL and has over 29 years of experience in the finance industry.

8
John E. Anderson
CRD#: 5762939
12325 Oracle Blvd, Suite 121, Colorado Springs, CO 80921

John Anderson (CRD# 5762939) is an Investment Advisor Representative working at Investment Advisors in Colorado Springs, CO and has over 10 years of experience in the finance industry. John Anderson 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
Flynn L. Andrew
CRD#: 2748728
Roswell, GA

Flynn Andrew (CRD# 2748728) is an Investment Advisor Representative working at Investment Advisors in Roswell, GA and has over 24 years of experience in the finance industry.

10
Danica P. Ansardi
CRD#: 1934962
8611 Highway 23, Suite 1-c, Belle Chasse, LA 70037

Danica Ansardi (CRD# 1934962) is an Investment Advisor Representative working at Investment Advisors in Belle Chasse, LA and has over 22 years of experience in the finance industry.

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