James Denny, financial advisor Waterford MI

James Denny

CRD Number: 4174753
Current Firm: Financial Freedom House

James Denny (CRD# 4174753) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Cygnet Financial Planning, Inc. (dba Financial Freedom House) Waterford, MI Feb 2003 - Current 21
Triad Advisors, Inc. Norcross, GA Dec 2005 - Mar 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for James C. Denny
Phone Number: 248-673-2900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    151
    MILLIONS
  • Total Number of Accounts
    1,021
    ACCOUNTS
  • Average Account Value
    $148,279
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MI, NC, PA, TX

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