Caitlin John
Caitlin John (CRD# 154494) is a financial advisory firm headquartered in Brighton, MI. They manage $143,336,224 in 948 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management143MILLION
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Total Number of Accounts948ACCOUNTS
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Average Account Value$151,199
- 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)
- Educational seminars/workshops
CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA
John Lambert (CRD# 2399193) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 30 years of experience in the finance industry.
David Lekarczyk (CRD# 1622966) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 36 years of experience in the finance industry.
Steven Roy (CRD# 4601095) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 21 years of experience in the finance industry.
Ronald Briggs (CRD# 6799815) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 4 years of experience in the finance industry.
Maxwell Carlson (CRD# 7317393) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 3 years of experience in the finance industry.
Jacob Kasperski (CRD# 7570017) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has 1 year of experience in the finance industry.
Anthony Longo (CRD# 7852925) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has 1 year of experience in the finance industry.
Chelsea Lopes (CRD# 7760199) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has 1 year of experience in the finance industry.
Nathan Meyer (CRD# 7231965) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 4 years of experience in the finance industry.
Jeffrey Stock (CRD# 4335757) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has 1 year of experience in the finance industry.