Royal Oak Financial Advisors, LLC
Royal Oak Financial Advisors, LLC (CRD# 290152) is a financial advisory firm headquartered in Royal Oak, MI. They manage $250,000,000 in 1,251 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management250MILLION
-
Total Number of Accounts1,251ACCOUNTS
-
Average Account Value$199,840
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, LA, MI
Brian Branch (CRD# 5087618) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 18 years of experience in the finance industry.
John Dyer (CRD# 4980762) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 13 years of experience in the finance industry.
Paul Erickson (CRD# 5157556) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 17 years of experience in the finance industry.
Robert Mulcahy (CRD# 2661332) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 28 years of experience in the finance industry.
James Westwood (CRD# 2241415) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 31 years of experience in the finance industry.
Phillip Afif (CRD# 7818217) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has 1 year of experience in the finance industry.