Aleia Macdonald (CRD# 4539649) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Ann Arbor, MI and has over 12 years of experience in the finance industry.
CRD# 6002011
Pathway Financial Planning
Score
105
CRD# 4395802
Chisholm & Darden Investment Advisors, Inc.
Score
103
CRD# 5875945
Tamma Capital LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management Inc. | Ann Arbor, MI | Aug 2017 - Current | < 1 |
| Capital Asset Advisory Services, LLC | Haslett, MI | Apr 2016 - Current | 2 |
| Evangelista & Associates | Ann Arbor, MI | Sep 2013 - Current | 4 |
| Wfg Investments, Inc. | Ann Arbor, MI | Apr 2016 - Aug 2017 | 1 |
| Executive Wealth Management | Brighton, MI | Jun 2009 - Apr 2016 | 6 |
| Invest Financial Corporation | Brighton, MI | Feb 2009 - Apr 2016 | 7 |
| Executive Financial Planning | Brighton, MI | Mar 2005 - Apr 2016 | 11 |
| Damon's Grill | Ann Arbor And Port Huron, MI | Mar 2000 - Dec 2009 | 9 |
| Royal Alliance Associates | Brighton, MI | Sep 2005 - Feb 2009 | 3 |
| Executive Wealth Management | Brighton, MI | May 2006 - Jan 2009 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- MI
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Total Assets Under Management1,406MILLIONS
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Total Number of Accounts10,656ACCOUNTS
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Average Account Value$131,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
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