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James Edward Sandifer

SANDIFER WEALTH MANAGEMENT, INC.·MOBILE, Alabama
Unclaimed Profile
3615 OLD SHELL ROAD, MOBILE, AL 36608CRD# 1031904Firm CRD# 166948
01

About

James Edward Sandifer is a registered financial advisor based in MOBILE, Alabama, affiliated with SANDIFER WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SANDIFER WEALTH MANAGEMENT, INC.
SANDIFER WEALTH MANAGEMENT, INC.
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1031904
Firm CRD# 166948
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Edward Sandifer offer?
James Edward Sandifer specializes in Financial Planning, Investment Management. Contact their office in MOBILE, Alabama for a consultation.
What are James Edward Sandifer's credentials?
James Edward Sandifer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Sandifer located?
James Edward Sandifer is based in MOBILE, Alabama, working with SANDIFER WEALTH MANAGEMENT, INC.. Their office serves clients in the MOBILE metropolitan area and surrounding communities.
How does James Edward Sandifer charge for services?
James Edward Sandifer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDIFER WEALTH MANAGEMENT, INC.?
SANDIFER WEALTH MANAGEMENT, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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