Pmd Advisory

Pmd Advisory (CRD# 159443) is a financial advisory firm headquartered in Birmingham, AL. They manage $80,400,000 in 332 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $242,169
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 - 3 of 3 top financial advisors.
1
Shanna G. Cleveland
CRD#: 5655804
300 Cahaba Park Circle, Suite 133, Birmingham, AL 35242
93
Wealthminder
score

Shanna Cleveland (CRD# 5655804) is an Investment Advisor Representative working at Pmd Advisory in Birmingham, AL and has over 8 years of experience in the finance industry.

2
Melanie S. Dickinson
CRD#: 5530226
300 Cahaba Park Circle, Suite 133, Birmingham, AL 35242
93
Wealthminder
score

Melanie Dickinson (CRD# 5530226) is an Investment Advisor Representative working at Pmd Advisory in Birmingham, AL and has over 9 years of experience in the finance industry.

3
James I. McCormick
CRD#: 4541624
300 Cahaba Park Circle, Suite 133, Birmingham, AL 35242
93
Wealthminder
score

James McCormick (CRD# 4541624) is an Investment Advisor Representative working at Pmd Advisory in Birmingham, AL and has over 14 years of experience in the finance industry.

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