CORPORATE FINANCIAL SOLUTIONS, INC.

IRONDALE, Alabama·13 registered advisors·CRD# 155572
SEC# 801-72089205-581-0165
01

Firm Overview

AUM
$70M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at CORPORATE FINANCIAL SOLUTIONS, INC.

13 registered advisors
Allison Murray Cobb
IRONDALE, Alabama
Barbara Lynne Medley
IRONDALE, Alabama
Benjamin Freeman Hayley
IRONDALE, Alabama
David Alan Filby
IRONDALE, Alabama
James Porter Phillips
IRONDALE, Alabama
Larry Don Morgan
IRONDALE, Alabama
Melissa Gayle Mantooth
IRONDALE, Alabama
Phillip Alan Blankenship
IRONDALE, Alabama
Rachel Miller Dodson
IRONDALE, Alabama
Shirley Suzanne Senn
IRONDALE, Alabama
Stephen Keith Swofford
IRONDALE, Alabama
Thomas Dewayne Bonds
IRONDALE, Alabama
Tom Murray Cobb
IRONDALE, Alabama
05

Office Locations

IRONDALE, Alabama
13 advisors

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Data sourced from SEC Form ADV filings. CORPORATE FINANCIAL SOLUTIONS, INC. (CRD# 155572) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.