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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Holly, MI

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

The short answer

7 registered advisors work in Holly; the most are at Rhl Group, LLC (3). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Holly

FirmAdvisors in Holly
Rhl Group, LLC3
Asset Allocation Strategies, LLC1
Commonwealth Financial Network news1
Daniel Ryan Financial LLC1
UBS Financial Services Inc. news1

Advisors in Holly, A to Z

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Other cities in Michigan

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Grand Rapids 951Troy 761Ann Arbor 649Bloomfield Hills 576Southfield 479Birmingham 453Farmington Hills 393Traverse City 230Holland 203Novi 200Portage 193Brighton 161Kalamazoo 159East Lansing 157Plymouth 154Rochester 153Saginaw 142Grand Blanc 124Auburn Hills 123Lansing 123Ada 121Midland 107Livonia 100Northville 99

Questions

How many financial advisors are in Holly, MI?

7 investment adviser representatives are registered at firm offices in Holly, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Holly?

Rhl Group, LLC, with 3 registered advisors in Holly, followed by Asset Allocation Strategies, LLC with 1.

How do I check a financial advisor in Holly?

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.