Dena Soule, financial advisor Bloomfield Hills MI

Dena Soule

CRD Number: 4570658
Current Firm: Integrated Investment Consultants, LLC

Dena Soule (CRD# 4570658) is an Investment Advisor Representative working at Integrated Investment Consultants, LLC in Bloomfield Hills, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Investment Consultants, LLC Birmingham, MI May 2015 - Current 8
Wells Fargo Advisors LLC Birmingham, MI May 2009 - May 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Dena Soule
Phone Number: 866-433-3581
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    721
    MILLIONS
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $3,568,515
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MI

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