Anne Bird is a registered investment advisor, based in Dothan, AL, with 7 years of industry experience.
Location
203 Jamestowne Blvd., Ste 1, Dothan, AL, 36301
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Regulatory History
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
Anne works as an accountant/bookkeeper for Victoria's Interiors and as an advisory representative of a RIA. She is also a certified public accountant and an independent insurance agent for various independent insurance companies, and a W2 employee for AdvisorySouth, LLC.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations1 state
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.