Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lake Orion, MI
Every SEC-registered investment adviser representative at a firm office in Lake Orion, with the firms that employ the most of them.
15 registered advisors work in Lake Orion; the most are at Edward Jones (2). 4 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Lake Orion
| Firm | Advisors in Lake Orion |
|---|---|
| Edward Jones news | 2 |
| Ametrine Wealth | 1 |
| Corecap Advisors | 1 |
| Fifth Third Securities, Inc. | 1 |
| LPL Financial LLC news | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Pdm Investment Services, LLC | 1 |
| RBC Capital Markets, LLC news | 1 |
| Sb Advisory, LLC | 1 |
| Spc | 1 |
| State Farm Investment Management Corp. | 1 |
| Strategic Advisers LLC | 1 |
| UBS Financial Services Inc. news | 1 |
| Virtue Capital Management, LLC | 1 |
Advisors in Lake Orion, A to Z
CFP advisors in Lake Orion →- Carla T. AdamsAmetrine Wealth · Certified Financial Planner
- William K. ColvettLPL Financial LLC · Certified Financial Planner
- Timothy A. CurryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Grant M. FodorEdward Jones
- Peter T. FrawleyCorecap Advisors
- Brian S. HaniganEdward Jones
- Brian D. MaraoneStrategic Advisers LLC
- Philip D. MichalekPdm Investment Services, LLC
- Scott B. OckermanState Farm Investment Management Corp. · Chartered Financial Consultant
- Christopher M. RoumayehSb Advisory, LLC
- Robin A. SchirsFifth Third Securities, Inc.
- John P. SicklesteelUBS Financial Services Inc. · Certified Financial Planner
- Joseph M. WarseckeSpc · Certified Financial Planner
- Daniel J. WelshRBC Capital Markets, LLC
- Ronald C. WiitalaVirtue Capital Management, LLC
Other cities in Michigan
All of Michigan →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 Lake Orion, MI?
15 investment adviser representatives are registered at firm offices in Lake Orion, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Lake Orion?
Edward Jones, with 2 registered advisors in Lake Orion, followed by Ametrine Wealth with 1.
How do I check a financial advisor in Lake Orion?
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.