Best Investors
Account
Sign in
Best Investors
Account
Sign in
Capital Analysts CRD 162200
$8.77B regulatory AUM 57 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-11-03 |
Branch Locations
28411 Northwestern Hwy. Suite 950, Southfield, MI 48034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-10-26 |
Branch Locations
29905 Middlebelt Rd, Farmington Hills, MI 48334 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Financial Corp. | Southfield | MI | 12/1989 | Present |
| Lincoln Investment | Southfield | MI | 08/2010 | Present |
CONSOLIDATED FINANCIAL CORPORATION POSITION: Insurance Representative NATURE: Fixed Annuity & Life Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/15/1989 ADDRESS: 29905 Middlebelt Rd., Farmington Hills MI 48834, United States DESCRIPTION: fixed insurance sales and servicing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-28 |
Reach out to this advisor