Lakeshore Financial Planning Inc.
Lakeshore Financial Planning Inc. (CRD# 299129) is a financial advisory firm headquartered in Saint Clair Shores, MI. They manage $354,191,372 in 1,262 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management354MILLION
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Total Number of Accounts1,262ACCOUNTS
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Average Account Value$280,659
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, MI, NH, OH, SC, TX
Jeffrey Brayton (CRD# 2356995) is an Investment Advisor Representative working at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI and has over 30 years of experience in the finance industry.
Richard Davenport (CRD# 3026532) is an Investment Advisor Representative working at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI and has over 26 years of experience in the finance industry.
Mark Romin (CRD# 4778614) is an Investment Advisor Representative working at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI and has over 20 years of experience in the finance industry.