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Alfred Cordell

Janney Montgomery Scott LLC
39 Years of Experience
Florence, SC
1 DisclosureBroker
View SEC Summary
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Alfred Cordell is a registered investment advisor at Janney Montgomery Scott LLC, based in Florence, SC, with 39 years of industry experience. Alfred is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.

Janney Montgomery Scott LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1340 advisors
Number of Clients
243,808 clients
Average Client Portfolio
$452K average
Assets Under Management
$110.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5.0M - $10.0M2.00%
$10.0M - $25.0M2.00%
$25M+2.00%

Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1831 W Evans Street, Ste. 220, Florence, SC, 29501

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Janney Montgomery Scott LLC
August 2021 - Present · 5 yrs 2 mos
Janney Montgomery Scott LLC
August 2021 - Present · 5 yrs 2 mos
Janney Montgomery Scott LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - August 2021 · 6 mos
Truist Advisory Services, INC.
February 2021 - August 2021 · 6 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
June 2002 - January 2013 · 10 yrs 7 mos
Scott & Stringfellow, LLCBroker
April 2002 - January 2013 · 10 yrs 9 mos
First Union Securities, INC.Broker
October 1999 - April 2002 · 2 yrs 6 mos
First Union Capital Markets CORP.Broker
August 1990 - October 1999 · 9 yrs 2 mos
Lehman Brothers INC.Broker
November 1988 - August 1990 · 1 yr 9 mos
The Robinson-Humphrey Company INC.Broker
July 1987 - November 1988 · 1 yr 4 mos
State Registrations28 states
ALCACODCDEFLGAILINMAMDMEMIMNMSMTNCNENJNYOHORPASCTNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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