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Ansley Whatley is a registered investment advisor, based in Dothan, AL, with 25 years of industry experience.
Location
200 Grove Park Lane, Suite 100, Dothan, AL, 36305
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Regulatory History (1)
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Customer Dispute
August 2021Denied
Other Business ActivitiesSells Insurance
Ansley is a financial advisor at Holman Whatley & Associates, dedicating full-time hours to sales and service of insurance products. He also holds positions at Believing Properties, W3 Properties LLC, and Dothan Education Foundation, but spends minimal time on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
December 2006 - February 2025 · 18 yrs 2 mos
Concourse Financial Group Securities, INC.Broker
December 2006 - February 2025 · 18 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2004 - December 2006 · 2 yrs 7 mos
MML Investors Services, INC.Broker
February 2003 - June 2004 · 1 yr 4 mos
Nylife Securities INC.Broker
February 2001 - January 2003 · 1 yr 11 mos
State Registrations12 states
ALARCODCFLGAINKYMSNCTXWY
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.