Dennis Prout (CRD# 1331443) is an Investment Advisor Representative working at Cg Advisory Services in Traverse City, MI and has over 39 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Asset Advisory Services, LLC | Haslett, MI | Apr 2010 - Current | 14 |
| Prout Financial Design | Traverse City, MI | Jan 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- MI
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Total Assets Under Management3,215MILLIONS
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Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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