Stephen Layman, financial advisor Farmington MI

Stephen Layman

CRD Number: 4512719
Current Firm: Asset Allocation Strategies, LLC

Stephen Layman (CRD# 4512719) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Allocation Strategies Farmington, MI Jan 2011 - Current 13
Glp Investment Services, LLC Farmington, MI Mar 2002 - Current 22
Glp And Associates Farmington, MI Apr 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Stephen M. Layman
Phone Number: 248-489-0101
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    627
    MILLIONS
  • Total Number of Accounts
    3,756
    ACCOUNTS
  • Average Account Value
    $166,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MT, NC, NE, OH, OK, SC, TX, VA, WA, WI

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