Erin Goss (CRD# 4572753) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 21 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 |
|---|---|---|---|
| Blue Chip Partners, Inc. | Farmington Hills, MI | Sep 2021 - Current | 2 |
| Plante Moran Financial Advisors, LLC | Southfield, MI | Jan 2005 - Sep 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- MI
-
Total Assets Under Management1,280MILLIONS
-
Total Number of Accounts2,548ACCOUNTS
-
Average Account Value$502,253
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, KY, LA, MI, NC, NY, TN, TX, VA, WI
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