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Distance Only Royal Oak, MI
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Kenneth Bernard (CRD# 4713729) is an Investment Advisor Representative working at Bernard Wealth Management Corp. in Royal Oak, MI and has 22 years of experience in the finance industry.
Kevin Bates (CRD# 1041009) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Royal Oak, MI and has over 40 years of experience in the finance industry.
Robert Bernhardt (CRD# 5060481) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 18 years of experience in the finance industry.
Brian Branch (CRD# 5087618) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 18 years of experience in the finance industry.
Michael Bullis (CRD# 3004994) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Royal Oak, MI and has over 26 years of experience in the finance industry.
Mark Carpenter-Frere (CRD# 7046608) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 5 years of experience in the finance industry.
Dawn Clingan (CRD# 5075350) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Royal Oak, MI and has over 17 years of experience in the finance industry.
Daniel Cornwell (CRD# 2573062) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Royal Oak, MI and has over 27 years of experience in the finance industry.
Eric Daniel (CRD# 2726758) is an Investment Advisor Representative working at Commonwealth Financial Network in Royal Oak, MI and has over 27 years of experience in the finance industry.
Nicholas Daniel (CRD# 2269749) is an Investment Advisor Representative working at Commonwealth Financial Network in Royal Oak, MI and has over 31 years of experience in the finance industry. Nicholas Daniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.