Thomas Ureche (CRD# 6624277) is an Investment Advisor Representative working at Acorn Wealth Advisors, LLC in Grand Blanc, MI and has over 8 years of experience in the finance industry.
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 |
|---|---|---|---|
| Acorn Wealth Advisors, LLC | Grand Blanc, MI | Mar 2015 - Current | 9 |
| Mt. Morris Consolidated Schools | Mt. Morris, MI | Aug 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
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Total Assets Under Management377MILLIONS
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Total Number of Accounts1,690ACCOUNTS
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Average Account Value$223,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Pension consulting services
AZ, CA, FL, IL, LA, MI, TX, WI
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