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FIND A INVESTMENT DISTRIBUTORS, INC. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at INVESTMENT DISTRIBUTORS, INC.

CRD#: 35490
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

INVESTMENT DISTRIBUTORS, INC. is located at 2801 Highway 280 South, Birmingham, AL 35223 and was first established at New Orleans, Tennessee in 08/30/1993. After operating for 33 years, INVESTMENT DISTRIBUTORS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of INVESTMENT DISTRIBUTORS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. INVESTMENT DISTRIBUTORS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at INVESTMENT DISTRIBUTORS, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access INVESTMENT DISTRIBUTORS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at INVESTMENT DISTRIBUTORS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for INVESTMENT DISTRIBUTORS, INC. Comes From

Understanding the Statistics for INVESTMENT DISTRIBUTORS, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
2801 Highway 280 South, Birmingham, AL 35223
Firm Size
Medium
Phone Number
(205) 268-5202
Established
Tennessee since 08/30/1993
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PROTECTIVE LIFE CORPORATIONPARENT COMPANY
BAGGETT, ALAN SASSISTANT FINANCIAL OFFICER8088232
CARLSON, MARTHA LDESIGNATED RESPONSIBLE LICENSED PRODUCER2731502
COFFMAN, BENJAMIN PAULCHIEF FINANCIAL OFFICER6738662
COLLAZO, KIMBERLYASSISTANT SECRETARY8075061
CREUTZMANN, SCOTT EMILDIRECTOR5351383
LANE, JAMIE LAURADIRECTOR5779720
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100
MORSCH, LETITIA ADIRECTOR & ASSISTANT SECRETARY5133531
TENNENT, RAYBURN EDWARDASSISTANT FINANCIAL OFFICER6245099
WAGNER, JAMES CARL JRPRESIDENT & DIRECTOR4261922

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Advisor's working at INVESTMENT DISTRIBUTORS, INC.

BF

Brad Marlon Felker

RR
CRD#: 1292023
CFP®: Certified Financial Planner
Location:
Covington, KY 41011

Registered Affiliation(s):INVESTMENT DISTRIBUTORS, INC.

Disclosures:
Experience:
41 years
SD

Steven Patrick Dearie

Steve Dearie
RR
CRD#: 2462708
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Covington, KY 41011

Registered Affiliation(s):INVESTMENT DISTRIBUTORS, INC.

Disclosures:
Experience:
32 years
RW

Robert Louis Weimer

Bob Weimer
RR
CRD#: 1746751
Location:
Covington, KY 41011

Registered Affiliation(s):INVESTMENT DISTRIBUTORS, INC.

Disclosures:
Experience:
38 years
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