Branden Carney (CRD# 6764743) is an Investment Advisor Representative working at Melone Private Wealth, LLC in Auburn Hills, MI and has over 7 years of experience in the finance industry. Branden Carney 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.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Melone Private Wealth, LLC | Auburn Hills, MI | Dec 2020 - Current | 3 |
Portfolio Solutions LLC | Troy, MI | Sep 2018 - Nov 2020 | 2 |
Fratarcangeli Wealth Management | Birmingham, MI | Mar 2018 - Sep 2018 | < 1 |
State Farm Insurance | Rochester, MI | Dec 2017 - Mar 2018 | < 1 |
Plante Moran Financial Advisors | Portage, MI | Aug 2016 - Oct 2017 | 1 |
Michigan State University | East Lansing, MI | Aug 2011 - Aug 2016 | 5 |
Plante Moran Financial Advisors | Portage, MI | Jun 2015 - Jul 2015 | < 1 |
Msu Hockey | East Lansing, MI | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- MI
-
Total Assets Under Management203MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$1,308,271
- 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
- Pension consulting services
MI
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