Brett Quayle (CRD# 4720199) is an Investment Advisor Representative working at Quayle Financial Group, LLC in Grand Blanc, MI and has over 18 years of experience in the finance industry. Brett Quayle 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.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taylor & Morgan Asset Management | Flint, MI | Oct 2016 - Current | 7 |
| Quayle & Company Securities | Flint, MI | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- MI
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$75,192
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MI, OH
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