Michael BrocavichCRD Number: 5375290
Current Firm: Center For Financial Planning Inc.
Michael Brocavich (CRD# 5375290) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 15 years of experience in the finance industry. Michael Brocavich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Center For Financial Planning, Inc.||Southfield, MI||Jan 2021 - Current||1|
|Center For Financial Planning||Southfield, MI||Jan 2021 - Current||1|
|Raymond James Financial Services, Inc.||Ann Arbor, MI||May 2017 - Current||5|
|Raymond James Financial Services Advisors Inc.||Ann Arbor, MI||May 2017 - Current||5|
|Mcclaren Investment Partners LLC||Southfield, MI||Dec 2019 - Dec 2020||1|
|Edward Jones||Northville, MI||Oct 2012 - May 2017||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management1,444MILLIONS
Total Number of Accounts3,414ACCOUNTS
Average Account Value$422,868
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, WA
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