Financial ADVSR advisor directory · SEC adviser records
Financial advisors in White Lake, MI
Every SEC-registered investment adviser representative at a firm office in White Lake, with the firms that employ the most of them.
7 registered advisors work in White Lake; the most are at Allstate Financial Advisors, LLC (2). 0 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in White Lake
| Firm | Advisors in White Lake |
|---|---|
| Allstate Financial Advisors, LLC | 2 |
| Cetera Investment Advisers LLC news | 1 |
| LPL Financial LLC news | 1 |
| Morgan Stanley news | 1 |
| Scale Investment Group | 1 |
| UBS Financial Services Inc. news | 1 |
Advisors in White Lake, A to Z
Search all of Michigan →- Matthew C. BadeAllstate Financial Advisors, LLC
- Kelly S. HyattMorgan Stanley
- Patrick K. LeeAllstate Financial Advisors, LLC
- Angela L. MoyerCetera Investment Advisers LLC
- Asha S. PatelLPL Financial LLC
- Michael T. PrusScale Investment Group
- Jack C. RoselyUBS Financial Services Inc.
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 White Lake, MI?
7 investment adviser representatives are registered at firm offices in White Lake, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in White Lake?
Allstate Financial Advisors, LLC, with 2 registered advisors in White Lake, followed by Cetera Investment Advisers LLC with 1.
How do I check a financial advisor in White Lake?
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.