Cssc Investment Advisory Services, Inc.

Cssc Investment Advisory Services, Inc. (CRD# 108249) is a financial advisory firm headquartered in Troy, MI. They manage $306,000,000 in 820 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    820
    ACCOUNTS
  • Average Account Value
    $373,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Educational seminars/workshops
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA, WV

Financial Advisors at Cssc Investment Advisory Services, Inc.
Showing 1 - 10 of 51 top financial advisors.
1
Everett R. Ferguson
CRD#: 2918548
993 North Third Street, P.o. Box 2993, Abilene, TX 79601
96
Wealthminder
score

Everett Ferguson (CRD# 2918548) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Abilene, TX and has over 19 years of experience in the finance industry. Everett Ferguson 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
Richard J. Abernathy
CRD#: 3151669
755 W. Big Beaver, Suite 2000, Troy, MI 48084
93
Wealthminder
score

Richard Abernathy (CRD# 3151669) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Troy, MI and has over 17 years of experience in the finance industry.

3
Kelly C. Adams
CRD#: 4372012
9509 Us Hwy 42 Suite 200, P.o. Box 706, Prospect, KY 40059
93
Wealthminder
score

Kelly Adams (CRD# 4372012) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Prospect, KY and has over 15 years of experience in the finance industry.

4
Steven Bankler
CRD#: 4215092
9901 Ih-10 West, Suite 301, San Antonio, TX 78230
93
Wealthminder
score

Steven Bankler (CRD# 4215092) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in San Antonio, TX and has over 16 years of experience in the finance industry.

5
William J. Bresett
CRD#: 4484379
809 North Street, Pittsfield, MA 01201
93
Wealthminder
score

William Bresett (CRD# 4484379) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Pittsfield, MA and has over 14 years of experience in the finance industry.

6
Johnny K. Bryant
CRD#: 3118332
180 Park Avenue North, Suite 2a, Winter Park, FL 32789
93
Wealthminder
score

Johnny Bryant (CRD# 3118332) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Winter Park, FL and has over 18 years of experience in the finance industry.

7
Jeannette Byrd
CRD#: 4911509
180 Park Avenue North, Suite 2a, Po Box 1749, Winter Park, FL 32790
93
Wealthminder
score

Jeannette Byrd (CRD# 4911509) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Winter Park, FL and has over 10 years of experience in the finance industry.

8
Wray T. Cooper
CRD#: 4347825
2650 Eastpoint Parkway, Suite 300, Louisville, KY 40223
93
Wealthminder
score

Wray Cooper (CRD# 4347825) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Louisville, KY and has over 15 years of experience in the finance industry.

9
Thomas J. Delpup
CRD#: 4091944
431 Sixth Street, Rochester, MI 48307
93
Wealthminder
score

Thomas Delpup (CRD# 4091944) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Rochester, MI and has over 16 years of experience in the finance industry.

10
Daniel W. Doherty
CRD#: 3256013
8 Essex Center Drive, Peabody, MA 01960
93
Wealthminder
score

Daniel Doherty (CRD# 3256013) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Peabody, MA and has over 15 years of experience in the finance industry.

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