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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bellaire, MI

Every SEC-registered investment adviser representative at a firm office in Bellaire, with the firms that employ the most of them.

2 registered advisors work in Bellaire; the most are at Integra Financial, Inc. (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Bellaire

FirmAdvisors in Bellaire
Integra Financial, Inc.1
State Farm Investment Management Corp.1

Advisors in Bellaire, A to Z

Search all of Michigan →
  • Alison M. AshbyIntegra Financial, Inc. · Certified Financial Planner
  • Tamara L. YaggieState Farm Investment Management Corp. · Chartered Financial Consultant

Other cities in Michigan

All of Michigan →

Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Birmingham 486Farmington Hills 416Traverse City 244Novi 212Holland 209Portage 197Kalamazoo 174Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108

Questions

How many financial advisors are in Bellaire, MI?

2 investment adviser representatives are registered at firm offices in Bellaire, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Bellaire?

Integra Financial, Inc., with 1 registered advisors in Bellaire, followed by State Farm Investment Management Corp. with 1.

How do I check a financial advisor in Bellaire?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.