Best Investors
Account
Sign in
Best Investors
Account
Sign in
Premier Estate Planners, LLC CRD 122638
$227M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
16950 19 Mile Rd Suite 4, Clinton Township, MI 48038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-12-01 |
Branch Locations
16950 19 Mile Road Suite 4, Clinton Township, MI 48038 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A L Williams | Southfield | MI | 02/1982 | Present |
| Premier Estate Planners, Llc | Clinton Township | MI | 07/2002 | Present |
| Secure Asset Management, Llc | Clinton Township | MI | 09/2022 | 05/2025 |
Licensed Insurance Agent; Macomb Marketing LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-02 |
Reach out to this advisor