![Allan Chappelle, financial advisor Birmingham AL](/img/ws/profile-blank-sq.png)
Allan Chappelle (CRD# 44839) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.
![Steven Abrams, financial advisor Birmingham AL](/img/ws/profile-blank-sq.png)
CRD# 2842337
Nbc Securities, Inc.
![Bradford Acton, financial advisor Birmingham AL](/img/ws/profile-blank-sq.png)
CRD# 6641051
Rfg Advisory, LLC
![Brook Acton, financial advisor Birmingham AL](/img/ws/profile-blank-sq.png)
CRD# 6186795
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Advisory Services, LLC | Birmingham, AL | Apr 2016 - Current | 8 |
Kestra Investment Services, LLC | Birmingham, AL | Dec 2014 - Current | 9 |
Global Retirement Partners LLC | San Rafael, CA | Sep 2014 - Current | 9 |
Chappelle Consulting Group, Inc. | Birmingham, AL | Jan 1985 - Current | 39 |
Nfp Securities, Inc. | Austin, TX | Dec 2014 - Apr 2016 | 1 |
Lpl Financial LLC | Birmingham, AL | Sep 2014 - Nov 2014 | < 1 |
Financial Telesis Inc. | San Rafael, CA | Sep 2010 - Nov 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1999 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- AL
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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