Ronald Briggs (CRD# 6799815) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 4 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
A Smarter Way To Invest, Inc. | Brighton, MI | Feb 2024 - Current | < 1 |
Caitlin John, LLC | Brighton, MI | Jul 2021 - Current | 2 |
Entry Point Advisor Network | Brighton, MI | Jan 2021 - Current | 3 |
Jackson National Life Distributors LLC | Franklin, TN | Jun 2019 - Jan 2021 | 1 |
Central Michigan University | Mount Pleasant, MI | Aug 2015 - May 2019 | 3 |
Jackson National Life Insurance | Franklin, TN | May 2018 - Aug 2018 | < 1 |
Jackson National Life Insurance | Franklin, TN | May 2017 - Aug 2017 | < 1 |
Lawn Guru | Ann Arbor, MI | May 2016 - Aug 2016 | < 1 |
Elite Advisors Media Group | Brighton, MI | Apr 2012 - May 2016 | 4 |
Brighton High School | Brighton, MI | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2019 |
S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- MI
- PA
- TX
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts948ACCOUNTS
-
Average Account Value$151,199
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA
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