Distance Metro area (25 miles)
- 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
James R. Carnaghi (CRD# 6431871) is an Investment Advisor Representative with Sigma Planning Corporation (SPC) and a Registered Representative with Parkland Securities, LLC in Shelby Township, MI.
James is an independent financial planner which allows him to partner with other financial, legal, and tax professionals. This is beneficial to clients because James has access to a vast selection of financial products and services that can be implimented into their portfolio. Clients can also benefit from receiving unbiased advice through an independent professional.
For more information, call James...
Bonnie Anderson (CRD# 2938155) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Lake Orion, MI and has over 18 years of experience in the finance industry. Bonnie Anderson 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.