Edward DegalanCRD Number: 1060053
Current Firm: Mmi Financial Group, Inc.
Edward Degalan (CRD# 1060053) is an Investment Advisor Representative working at Mmi Financial Group, Inc. in Owosso, MI and has over 37 years of experience in the finance industry.
Commonwealth Financial Network
Ryzome Investment Advisors
|Mmi Asset Management Services, LLC||Owosso, MI||Feb 2015 - Current||3|
|Mmi Financial Group, Inc.||Owosso, MI||Dec 1989 - Current||28|
|Royal Securities Company||Grand Rapids, MI||Jul 2013 - Mar 2015||1|
|Allied Beacon Partners||Owosso, MI||Oct 2011 - Jul 2013||1|
|Allied Beacon Wealth Management||Owosso, MI||Oct 2011 - Jul 2013||1|
|Workman Securities Corporation||Minnetonka, MN||Jan 1998 - Oct 2011||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1980|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
|S66||NASAA Uniform Combined State Law Examination||Dec 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management4MILLIONS
Total Number of Accounts142ACCOUNTS
Average Account Value$30,004
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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