Harvey Brode (CRD# 31169) is an Investment Advisor Representative working at Arbor Point Advisors in Farmington, MI and has over 40 years of experience in the finance industry.
CRD# 4216990
Strategic Blueprint, LLC
CRD# 3151669
Esi Financial Advisors
CRD# 5480510
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Arbor Point Advisors | Farmington, MI | Aug 2018 - Current | 5 |
Securities America Inc. | Farmington Hills, MI | Jun 2014 - Current | 10 |
Brode Financial Group | Southfield, MI | Apr 1985 - Current | 39 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1984 |
- MI
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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