Anneliese
Roemer
Warren Averett Asset Management, LLC
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About this Advisor
Anneliese Roemer is a financial advisor based out of Montgomery, Alabama, with 13 years of work experience. Roemer is currently employed by Warren Averett Asset Management, LLC. The advisor has gained experience at Warren Averett Asset Management, LLC and Wilson Price Wealth Management. Roemer maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Alabama. Warren Averett Asset Management, LLC is a company headquartered in Montgomery, Alabama. It has offices in six locations and a total of 49 advisors. It oversees $3 billion in assets among its 2,912 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 2,912 customer accounts, 68% belong to high-net-worth individuals who have at least $1 million in investable assets. Warren Averett Asset Management, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on the type of financial services. However, fee types charged by Warren Averett Asset Management, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Warren Averett Asset Management, LLC Brokerage Details

$2,711,578,448

49

2,912

$931,174

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Anneliese Roemer Work History
Anneliese has 13 years of experience.
Warren Averett Asset Management, LLC
Wilson Price Wealth Management
Disclosures
Anneliese Roemer has no disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.
