Justin Braman, financial advisor Lake Orion MI

Justin Braman

CRD Number: 6559661
Current Firm: Advice And Planning Services

Justin Braman (CRD# 6559661) is an Investment Advisor Representative working at Advice And Planning Services in Lake Orion, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa- Cref Individual & Institutional Services, LLC Lake Orion, MI Sep 2015 - Current 8
Tiaa Lake Orion, MI Sep 2015 - Current 8
Public Service Credit Union Denver, CO Apr 2015 - Aug 2015 < 1
Huntington National Bank Holland, MI Dec 2013 - Mar 2015 1
Great Lakes Christian College Lansing, MI Aug 2009 - Oct 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Justin E. Braman
Phone Number: 212-490-9000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
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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