BP
BP

Bonnie Partin

14 Years of Experience
Birmingham, AL
BrokerSells Insurance

Bonnie Partin is a registered investment advisor, based in Birmingham, AL, with 14 years of industry experience.

Location

2008 Old Montgomery Hwy, Birmingham, AL, 35244-1658

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Bonnie owns Nobius, Inc., where she provides strategic planning, team, and leadership training, dedicating minimal time to this role. Bonnie also receives insurance renewals and commissions, with no active responsibilities and minimal time commitment.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
April 2020 - Present · 6 yrs 3 mos
Allstate Financial Services, LLCBroker
April 2020 - Present · 6 yrs 3 mos
Previous Registrations
Transamerica Financial Advisors, INC.
July 2012 - March 2020 · 7 yrs 8 mos
Transamerica Financial Advisors, INCBroker
January 2012 - March 2020 · 8 yrs 2 mos
World Group Securities, INC.Broker
October 2011 - January 2012 · 3 mos
State Registrations9 states
ALCAFLGAMSOHPASCTX
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.
Bonnie Partin - Financial Advisor | TrueAdvisor