Dena Soule, financial advisor Birmingham MI
93 score

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 Birmingham, MI and has over 13 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 1
Wells Fargo Advisors LLC Birmingham, MI May 2009 - May 2015 6
Wachovia Securities, LLC Clinton Township, MI Jan 2008 - May 2009 1
A.g. Edwards Clinton Township, MI Feb 2007 - Jan 2008 < 1
Comerica Securities Warren, MI Jul 2002 - Feb 2007 4
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
  • Total Number of Accounts
  • Average Account Value
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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