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Alfred Cordell

38 Years of Experience
Florence, SC
1 DisclosureBroker

Alfred Cordell is a registered investment advisor at Janney Montgomery Scott LLC, based in Florence, SC, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

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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
Employment History
Current Registrations
Janney Montgomery Scott LLC
August 2021 - Present · 4 yrs 9 mos
Janney Montgomery Scott LLC
August 2021 - Present · 4 yrs 9 mos
Janney Montgomery Scott LLCBroker
August 2021 - Present · 4 yrs 9 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
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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.