Pmd Advisory

Pmd Advisory (CRD# 159443) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $139,334,092 in 213 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2032 Shady Crest Drive, Vestavia Hills, AL 35216
http://pmdadvisory.com
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $654,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, GA

Financial Advisors at Pmd Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Melanie Dickinson, financial advisor Vestavia Hills AL
Melanie S. Dickinson
CRD#: 5530226
2032 Shady Crest Drive, Vestavia Hills, AL 35216

Melanie Dickinson (CRD# 5530226) is an Investment Advisor Representative working at Pmd Advisory in Vestavia Hills, AL and has over 15 years of experience in the finance industry.

2
James McCormick, financial advisor Vestavia Hills AL
James I. McCormick
CRD#: 4541624
2032 Shady Crest Drive, Vestavia Hills, AL 35216

James McCormick (CRD# 4541624) is an Investment Advisor Representative working at Pmd Advisory in Vestavia Hills, AL and has over 20 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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