Comerica Securities

Comerica Securities (CRD# 17079) is a financial advisory firm headquartered in Detroit, MI. They manage $920,033,620 in 2,261 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    920
    MILLION
  • Total Number of Accounts
    2,261
    ACCOUNTS
  • Average Account Value
    $406,914
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Comerica Securities
Showing 1 - 10 of 177 top financial advisors.
1
Marc P. Abello
CRD#: 5172370
300 West 6th Street, Austin, TX 78701
96
Wealthminder
score

Marc Abello (CRD# 5172370) is an Investment Advisor Representative working at Comerica Securities in Austin, TX and has over 10 years of experience in the finance industry. Marc Abello 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.

2
Douglas P. Bajor
CRD#: 4952867
39400 Woodward Avenue, Suite 255, Bloomfield Hills, MI 48304
96
Wealthminder
score

Douglas Bajor (CRD# 4952867) is an Investment Advisor Representative working at Comerica Securities in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.

3
Mark F. Fink
CRD#: 4248589
99 Monroe Avenue Nw, Grand Rapids, MI 49503
96
Wealthminder
score

Mark Fink (CRD# 4248589) is an Investment Advisor Representative working at Comerica Securities in Grand Rapids, MI and has over 15 years of experience in the finance industry. Mark Fink 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.

4
Joe B. Fulmer
CRD#: 2843704
One Sugar Creek Center, Sugar Land, TX 77478
96
Wealthminder
score

Joe Fulmer (CRD# 2843704) is an Investment Advisor Representative working at Comerica Securities in Sugar Land, TX and has over 19 years of experience in the finance industry. Joe Fulmer 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.

5
James R. Helton
CRD#: 4778289
2900 North Loop West, Brookhollow Ii, 9th Floor, Houston, TX 77092
96
Wealthminder
score

James Helton (CRD# 4778289) is an Investment Advisor Representative working at Comerica Securities in Houston, TX and has over 12 years of experience in the finance industry. James Helton 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.

6
William B. Murdock
CRD#: 5777100
39400 Woodward Avenue, Suite 255, Bloomfield Hills, MI 48304
96
Wealthminder
score

William Murdock (CRD# 5777100) is an Investment Advisor Representative working at Comerica Securities in Bloomfield Hills, MI and has over 6 years of experience in the finance industry.

7
Aaron L. Parchem
CRD#: 5787778
39400 Woodward Avenue, Suite 255, Bloomfield Hills, MI 48304
96
Wealthminder
score

Aaron Parchem (CRD# 5787778) is an Investment Advisor Representative working at Comerica Securities in Bloomfield Hills, MI and has over 6 years of experience in the finance industry. Aaron Parchem 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.

8
Steven M. Pomaville
CRD#: 1394639
36440 Woodward Avenue, Bloomfield Hills, MI 48304
96
Wealthminder
score

Steven Pomaville (CRD# 1394639) is an Investment Advisor Representative working at Comerica Securities in Bloomfield Hills, MI and has over 31 years of experience in the finance industry. Steven Pomaville 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.

9
Rand D. Putterman
CRD#: 4288005
99 Monroe Avenue Nw, Grand Rapids, MI 49503
96
Wealthminder
score

Rand Putterman (CRD# 4288005) is an Investment Advisor Representative working at Comerica Securities in Grand Rapids, MI and has over 16 years of experience in the finance industry. Rand Putterman 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.

10
Rachel T. Rabizadeh
CRD#: 5233644
Two Embarcadero Center, Suite 300, San Francisco, CA 94111
96
Wealthminder
score

Rachel Rabizadeh (CRD# 5233644) is an Investment Advisor Representative working at Comerica Securities in San Francisco, CA and has over 10 years of experience in the finance industry. Rachel Rabizadeh 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.

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