AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MS

Milton E. Sims

WRS FINANCIAL SERVICES, L.L.C.
TUSCALOOSA, AL 35406
Some features on this profile are disabled
CRD#: 4652937
MS

Professional summary

Milton Elbert Sims is a registered financial advisor currently at WRS FINANCIAL SERVICES, L.L.C. located in Tuscaloosa, Alabama.

Milton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Milton has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milton Elbert Sims's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 13, 2000 - Present

WRS FINANCIAL SERVICES, L.L.C.

Office #1: 216 Mcfarland Circle N., Tuscaloosa, AL 35406
RIA
CRD#: 126693
TUSCALOOSA, AL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(10/13/2000)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2000
Uniform Investment Adviser Law Examination

Current Firm

WF
WRS FINANCIAL SERVICES, L.L.C.
WRS FINANCIAL SERVICES, L.L.C.

CRD#: 126693 / SEC#:

Alabama
Registered Investment Advisory firm - (7/18/2000 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
216 Mcfarland Circle N., Tuscaloosa, AL 35406
Mailing Address
Phone number
(205) 345-5860
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts97
AUM (Assets Under Management)$ 26,232,295

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WRS FINANCIAL SERVICES, L.L.C.

CRD#: 126693Tuscaloosa, AL 35406

TRUST BUT VERIFY

Monitor Milton Sims

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Theodore Charles Jackson
Theodore JacksonAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Tuscaloosa, AL
JT
James ToddAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Tuscaloosa, AL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.