Stacey Gomez (CRD# 2883903) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has over 26 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planning Alternatives Ltd. | Birmingham, MI | Mar 2021 - Current | 3 |
| Planning Alternatives Ltd. | Bloomfield Hills, MI | May 2019 - Mar 2021 | 1 |
| Planning Alternatives Ltd. | Bloomfield Hills, MI | Apr 2009 - May 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
- MI
-
Total Assets Under Management1,156MILLIONS
-
Total Number of Accounts667ACCOUNTS
-
Average Account Value$1,732,536
- 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
CA, CO, FL, GA, IL, MA, MI, NC, NE, OH, TX, WA, WY
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