CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Okemos, MI | Mar 2022 - Current | 2 |
| Minnesota Life | St. Paul, MN | Nov 2015 - May 2022 | 6 |
| Securian Financial Services Inc. | St. Paul, MN | Nov 2015 - May 2022 | 6 |
| Securian Financial Advisors Great Lakes | Dansville, MI | Nov 2015 - May 2022 | 6 |
| Mass Mutual Insurance Co | Grand Rapids, MI | Jan 2011 - Nov 2015 | 4 |
| Mml Investors Services | Grand Rapids, MI | Jan 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- MI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
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