AV
AV

Annette Arlene Vanderlinde

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

418 North Main Street, Suite #220, Royal Oak, MI, 48067

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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

Annette is a partner at CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, LLC (PCIA), spending minimal time on this. She also works full-time at Prime Capital Investment Advisors, LLC and spends a few hours per week selling and servicing fixed insurance products through PCRM LLC.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2024 - Present · 1 yr 6 mos
Prime Capital Financial
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Liberty Wealth Advisors, LLC
July 2021 - December 2022 · 1 yr 5 mos
First Allied Securities, INC.Broker
October 2013 - June 2020 · 6 yrs 8 mos
Sii Investments, INC.Broker
October 2007 - October 2013 · 6 yrs
Commonwealth Financial NetworkBroker
February 2007 - October 2007 · 8 mos
State Registrations15 states
CTDEFLMAMEMIMONJNMNYPARISCTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Annette Arlene Vanderlinde - Financial Advisor | TrueAdvisor