CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Infinex Investments, Inc. | Meriden, CT | Dec 2018 - Current | 5 |
Alerus | East Lansing, MI | Feb 2018 - Current | 6 |
Alerus Securities Corporation | East Lansing, MI | Feb 2018 - Dec 2018 | < 1 |
Bank Of America, N.a. | East Lansing, MI | Dec 2014 - Feb 2018 | 3 |
Merrill Lynch, Pierce, Fenner & Smith, Incorporated | East Lansing, MI | Nov 2014 - Feb 2018 | 3 |
Unemployed | Lansing, MI | Sep 2014 - Nov 2014 | < 1 |
Principal Life Insurance Company | Lansing, MI | May 2014 - Sep 2014 | < 1 |
Princor Financial Services Corporation | Lansing, MI | May 2014 - Sep 2014 | < 1 |
Okellys Bar And Grill | Mount Pleasant, MI | Jun 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- MI
- SC
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Total Assets Under Management2,815MILLIONS
-
Total Number of Accounts8,831ACCOUNTS
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Average Account Value$318,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, VI, VT, WA, WI, WV, WY
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