Pmd Advisory

Pmd Advisory (CRD# 159443) is a financial advisory firm headquartered in Birmingham, AL. They manage $67,716,000 in 192 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $352,688
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
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, GA, NJ

Financial Advisors at Pmd Advisory
Showing 1 - 5 of 5 top financial advisors.
1
Shanna G. Cleveland
CRD#: 5655804
4000 Southlake Park, Suite 200, Birmingham, AL 35244
93
Wealthminder
score

Shanna Cleveland (CRD# 5655804) is an Investment Advisor Representative working at Pmd Advisory in Birmingham, AL and has over 7 years of experience in the finance industry.

2
Melanie S. Dickinson
CRD#: 5530226
4000 Southlake Park, Suite 200, Birmingham, AL 35244
93
Wealthminder
score

Melanie Dickinson (CRD# 5530226) is an Investment Advisor Representative working at Pmd Advisory in Birmingham, AL and has over 8 years of experience in the finance industry.

3
Steven R. Kahn
CRD#: 2442215
4000 Southlake Park, Suite 200, Birmingham, AL 35244
93
Wealthminder
score

Steven Kahn (CRD# 2442215) is an Investment Advisor Representative working at Pmd Advisory in Birmingham, AL and has over 22 years of experience in the finance industry.

4
James I. McCormick
CRD#: 4541624
4000 Southlake Park, Suite 200, Birmingham, AL 35244
93
Wealthminder
score

James McCormick (CRD# 4541624) is an Investment Advisor Representative working at Pmd Advisory in Birmingham, AL and has over 13 years of experience in the finance industry.

5
Daniel C. Payne
CRD#: 5540447
4000 Southlake Park, Suite 200, Birmingham, AL 35244
93
Wealthminder
score

Daniel Payne (CRD# 5540447) is an Investment Advisor Representative working at Pmd Advisory in Birmingham, AL and has over 8 years of experience in the finance industry.

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