Robert B. Herndon,  CFP<sup>&reg;</sup> - Financial Advisor

Robert B. Herndon, CFP®

Equitable Advisors

3836 Glencoe Drive
Birmingham, AL 35213-1609

Equitable Advisors

22 Inverness Parkway, Suite 120
Birmingham, AL 35242
(205) 292-8534


Robert Herndon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Equitable Advisors in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: Alabama
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

AXA Advisors, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances


Helpful Financial Planning Resources