Best Investors Account Sign in
Inactive

Mark Gerard Wayton

Advance Capital Management Inc

Southfield, MI

CRD 4915915

Claim This Profile
Employer firm

Advance Capital Management Inc CRD 110767

$4.98B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advance Capital Management Inc

One Towne Square Suite 444, Southfield, MI 48076 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-11-14
MI RA APPROVED 2010-04-15
  • TX RA
    APPROVED_RES
    Since 2016-11-14
  • MI RA
    APPROVED
    Since 2010-04-15

Branch Locations

One Towne Square Suite 444, Southfield, MI 48076 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advance Capital Management, Inc. Southfield MI 11/2011 Present
Advance Capital Services, Inc. Southfield MI 11/2011 05/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-04
S63 Uniform Securities Agent State Law Examination 2005-05-24
  • S65 Uniform Investment Adviser Law Examination
    2010-03-04
  • S63 Uniform Securities Agent State Law Examination
    2005-05-24
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Southfield, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor