CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Yolles, Toal & Post - Diversified Portfolios, Inc. | Bloomfield Hills, MI | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1986 |
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Total Assets Under Management1,547MILLIONS
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Total Number of Accounts2,085ACCOUNTS
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Average Account Value$741,748
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, IL, MA, MI, NC, NH, NJ, NY, PA, TX, WA
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