John
Brandon
Atlantes Financial Advisors
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About this Advisor
John Brandon is a certified financial planner and chartered financial consultant operating in Fairhope, Alabama, with 16 years of work experience. Brandon works at Atlantes Financial Advisors. During their career, Brandon has held roles at Atlantes Financial Advisors Corp and Purshe Kaplan Sterling Investments. Brandon has a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in Alabama and Louisiana. Atlantes Financial Advisors is a firm that has its headquarters in Fairhope, Alabama. It oversees $31 million in assets among its 47 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 47 accounts, just 13% belong to high-net-worth clients who have at least $1 million in investable assets. The business offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on the services provided. However, fee types charged by Atlantes Financial Advisors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Atlantes Financial Advisors Brokerage Details
$31,082,158
1
47
$661,323
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Brandon Work History
John has 16 years of experience.
Atlantes Financial Advisors Corp
Purshe Kaplan Sterling Investments
Disclosures
John Brandon has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Atlantes Financial Advisors
Fairhope, AL
This content was compiled from the SEC and FINRA.