Dewey Doyle, financial advisor Grand Rapids MI

Dewey Doyle

CRD Number: 5061396
Current Firm: Advice And Planning Services

Dewey Doyle (CRD# 5061396) is an Investment Advisor Representative working at Advice And Planning Services in Grand Rapids, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Grand Rapids, MI Apr 2017 - Current 4
Tiaa-cref Individual & Institutional Services, LLC Grand Rapids, MI Apr 2017 - Current 4
Pnc Investments Grand Rapids, MI Aug 2013 - Apr 2017 3
Pnc Bank Grand Rapids, MI Aug 2013 - Apr 2017 3
Cuso Financial Services, LP San Diego, CA Apr 2011 - Aug 2013 2
Dfcu Financial Grand Rapids, MI Apr 2011 - Aug 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Dewey I. Doyle
Phone Number: 212-490-9000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    36,394
    MILLIONS
  • Total Number of Accounts
    78,786
    ACCOUNTS
  • Average Account Value
    $461,934
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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