John
Brandon

Atlantes Financial Advisors

CRD#1888508
Investment Advisor
in Fairhope, AL

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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

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

365 Grand Avenue Suite A
Fairhope, AL 36532

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Atlantes Financial Advisors Brokerage Details

Total Assets Under Management

$31,082,158

AL Average: $1,620,585,161
Total Number of Employees

1

AL Average: 52
Total Number of Accounts

47

AL Average: 1,560
Average Account Size

$661,323

AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Brandon Work History

John has 16 years of experience.

2005 - Present (16 years)

Atlantes Financial Advisors Corp

2004 - Present (17 years)

Purshe Kaplan Sterling Investments

Disclosures

John Brandon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Atlantes Financial Advisors

John Brandon
Fairhope, AL

This content was compiled from the SEC and FINRA.

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