Pmd Advisory
Pmd Advisory (CRD# 159443) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $139,334,092 in 213 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management139MILLION
-
Total Number of Accounts213ACCOUNTS
-
Average Account Value$654,151
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, GA
Financial Advisors at Pmd Advisory
1
Melanie Dickinson (CRD# 5530226) is an Investment Advisor Representative working at Pmd Advisory in Vestavia Hills, AL and has over 15 years of experience in the finance industry.
2
James McCormick (CRD# 4541624) is an Investment Advisor Representative working at Pmd Advisory in Vestavia Hills, AL and has over 20 years of experience in the finance industry.
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