Cetera Investment Advisers
38yrs
Top advisor by experience in Phenix City
Financial advisors in Phenix City, AL
Looking for a financial advisor in Phenix City, AL? We list 5 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
5Advisors with offices here
12Median years of experience
60%Fiduciary advisors?
4Firms represented
Largest firms here: State Farm Investment Management Corp. (2), Cedric Deon Bean Enterprises LLC (1), First Command Advisory Services (1).
Nearby: Valley.
State Farm Investment Management
22yrs
Top 25% by experience at State Farm Investment Management
Cedric Deon Bean Enterprises
12yrs
12 years in the industry
State Farm Investment Management
8yrs
8 years in the industry
First Command Advisory Services
5yrs
5 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.