LA
LA

L Brian Atherton

30 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,068 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

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Location

29409 Haggerty Road, Suite 200, Novi, MI, 48377

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

L is an insurance agent at Strategic Planning Advisors, Inc. since March 2021, providing insurance sales and services. This activity takes about half of L's time.

Employment History
Current Registrations
C2 Private Wealth
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2011 - January 2021 · 9 yrs 5 mos
Charles Schwab & CO., INC.Broker
August 2011 - January 2021 · 9 yrs 5 mos
Chase Investment Services CORP.
September 2010 - July 2011 · 10 mos
Chase Investment Services CORP.Broker
July 2010 - July 2011 · 1 yr
Strategic Advisers, INC.
May 2010 - July 2010 · 2 mos
Fidelity Brokerage Services LLCBroker
July 1996 - July 2010 · 14 yrs
Mcdonald & Company Securities, INC.Broker
October 1994 - June 1996 · 1 yr 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.