Sandifer Wealth Management, Inc.

Sandifer Wealth Management, Inc. (CRD# 166948) is a financial advisory firm headquartered in Mobile, AL. They manage $221,295,133 in 566 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $390,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, FL, KY, LA, MS, SC, TX

Financial Advisors at Sandifer Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marc D. Salyers
CRD#: 6560150
3615 Old Shell Road, Mobile, AL 36608

Marc Salyers (CRD# 6560150) is an Investment Advisor Representative working at Sandifer Wealth Management, Inc. in Mobile, AL and has over 6 years of experience in the finance industry. Marc Salyers 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
James E. Sandifer
CRD#: 1031904
3615 Old Shell Road, Mobile, AL 36608

James Sandifer (CRD# 1031904) is an Investment Advisor Representative working at Sandifer Wealth Management, Inc. in Mobile, AL and has over 34 years of experience in the finance industry. James Sandifer 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.

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