Jaime Eckels (CRD# 5657546) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has over 15 years of experience in the finance industry. Jaime Eckels 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.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plante Moran Financial Advisors | Auburn Hills, MI | Apr 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- IL
- MI
- OH
- TX
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Total Assets Under Management19,432MILLIONS
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Total Number of Accounts16,708ACCOUNTS
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Average Account Value$1,163,041
- 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
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI
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