CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Ann Arbor, MI | Apr 2023 - Current | 1 |
| Advanced Wealth Strategies | Ann Arbor, MI | Nov 2018 - Current | 5 |
| Capital Asset Advisory Services, LLC | Haslett, MI | Apr 2016 - Current | 8 |
| Geneos Wealth Management Inc. | Ann Arbor, MI | Aug 2017 - Apr 2023 | 5 |
| Evangelista & Associates | Ann Arbor, MI | Sep 2013 - Nov 2018 | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- MI
- TX
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Total Assets Under Management3,215MILLIONS
-
Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor.
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