Laura Clancy (CRD# 7132137) is an Investment Advisor Representative working at Huntington Financial Advisors in Novi, MI and has over 4 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Columbus, OH | Apr 2024 - Current | < 1 |
| The Huntington Investment Company | Columbus, OH | Jul 2023 - Apr 2024 | < 1 |
| Raymond James & Associates, Inc. | Farmington, MI | Sep 2022 - Jul 2023 | < 1 |
| General Rv Center | Plymouth, MI | May 2022 - Sep 2022 | < 1 |
| J.p. Morgan Securities LLC | Plymouth, MI | May 2019 - May 2022 | 3 |
| Jpmorgan Chase Bank, N.a. | Plymouth, MI | Mar 2018 - May 2022 | 4 |
| Collins Mobile | Milford, MI | Nov 2017 - May 2018 | < 1 |
| Grow Green LLC | Whitmore Lake, MI | May 2015 - Nov 2017 | 2 |
| Lyon Cantina | South Lyon, MI | Nov 2014 - May 2015 | < 1 |
| Lindsay's Pizza | South Lyon, MI | Nov 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- MI
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- 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
- Selection of other advisers (including private fund managers)
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