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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Karen Culver (CRD# 2128648) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 21 years of experience in the finance industry.
John Dalton (CRD# 2230716) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 23 years of experience in the finance industry.
Eric Daniel (CRD# 2726758) is an Investment Advisor Representative working at Commonwealth Financial Network in Royal Oak, MI and has over 27 years of experience in the finance industry.
Nicholas Daniel (CRD# 2269749) is an Investment Advisor Representative working at Commonwealth Financial Network in Royal Oak, MI and has over 31 years of experience in the finance industry. Nicholas Daniel 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.
Joseph Danley (CRD# 6105228) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Grosse Pointe Farms, MI and has over 11 years of experience in the finance industry.
Richard Davenport (CRD# 3026532) is an Investment Advisor Representative working at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI and has over 26 years of experience in the finance industry.
Kurt Davis (CRD# 4485309) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Clinton Township, MI and has over 21 years of experience in the finance industry.
Larry Davis (CRD# 4803755) is an Investment Advisor Representative working at Spc in Shelby Township, MI and has over 19 years of experience in the finance industry. Larry Davis 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.
Matthew Davis (CRD# 2996819) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, MI and has over 26 years of experience in the finance industry. Matthew Davis 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.
Melissa De Rozario (CRD# 6110076) is an Investment Advisor Representative working at Lincoln Investment in Royal Oak, MI and has over 11 years of experience in the finance industry.