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John Peninger Brandon

ATLANTES FINANCIAL ADVISORS CORP·FAIRHOPE, Alabama
SIE, Series 7, Series 63, Series 99TOCFPChFCClean record24 years registeredATLANTES FINANCIAL ADVISORS CORP
365 GRAND AVENUE, SUITE "A", FAIRHOPE, AL 36532CRD# 1888508Firm CRD# 138210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Peninger Brandon · FAIRHOPE, AL
Registration
CRD #1888508 · ATLANTES FINANCIAL ADVISORS CORP · 24 years registered
Brand Profile
Not yet started
01

Career History

ATLANTES FINANCIAL ADVISORS
Jan 2024 – present
ATLANTES FINANCIAL ADVISORS
Mar 2010 – Dec 2023
FAIRHOPE, AL
CLEARPOINT CAPITAL, L.L.C.
Mar 2004 – Apr 2006
FAIRHOPE, AL
EDWARD JONES
Aug 2002 – Mar 2004
FAIRHOPE, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 99TO
Registration record
First registered · August 4, 2002
Years registered · 24
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATLANTES FINANCIAL ADVISORS CORP
CRD 138210 · SEC 801-64994
AUM
$26M
Regulatory assets under management
Employees
1
134 client accounts
Services offered by ATLANTES FINANCIAL ADVISORS CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ATLANTES FINANCIAL ADVISORS CORP →
Introduction

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05

Frequently Asked Questions

What services does John Peninger Brandon offer?
John Peninger Brandon specializes in Financial Planning, Investment Management. Contact their office in FAIRHOPE, Alabama for a consultation.
What are John Peninger Brandon's credentials?
John Peninger Brandon holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Peninger Brandon located?
John Peninger Brandon is based in FAIRHOPE, Alabama, working with ATLANTES FINANCIAL ADVISORS CORP. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.
How does John Peninger Brandon charge for services?
John Peninger Brandon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLANTES FINANCIAL ADVISORS CORP?
ATLANTES FINANCIAL ADVISORS CORP has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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