Gary Ran, financial advisor Southfield MI
83 score

Gary Ran

CRD Number: 1008774
Current Firm: Telemus Capital, LLC

Gary Ran (CRD# 1008774) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Telemus Capital LLC Southfield, MI Aug 2013 - Current 3
Beacon Asset Management LLC Southfield, MI Dec 2006 - Aug 2013 6
Telemus Capital Partners, LLC Southfield, MI Feb 2005 - Aug 2013 8
Telemus Investment Management, LLC Southfield, MI Feb 2005 - Aug 2013 8
Telemus Wealth Advisors LLC Southfield, MI Feb 2005 - Aug 2013 8
Telemus Investment Brokers, LLC Southfield, MI Feb 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
S65 NASAA Investment Advisors Law Examination Jun 2010
Disclosure Information

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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gary L. Ran
Phone Number: 248-827-1800
Firm Website: http://www.telemus.com/
Registered State(s):
  • CA
  • TX
  • DE
  • MI
By the Numbers
  • Total Assets Under Management
    2,222
    MILLIONS
  • Total Number of Accounts
    3,206
    ACCOUNTS
  • Average Account Value
    $693,015
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, RI, TX, UT, VA, WA

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BADGES
83

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