Unclaimed Profile

Bert Whitehead

CAMBRIDGE CONNECTION INC·BLOOMFIELD HILLS, Michigan

Clean recordCAMBRIDGE CONNECTION INC

40950 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304CRD# 2545832Firm CRD# 112086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bert Whitehead · BLOOMFIELD HILLS, MI

Registration

CRD #2545832 · CAMBRIDGE CONNECTION INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bert Whitehead is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with CAMBRIDGE CONNECTION INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAMBRIDGE CONNECTION INC

AUM

$320M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAMBRIDGE CONNECTION INC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 2545832

Firm CRD# 112086

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bert Whitehead offer?

Bert Whitehead specializes in Financial Planning, Investment Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Bert Whitehead's credentials?

Bert Whitehead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bert Whitehead located?

Bert Whitehead is based in BLOOMFIELD HILLS, Michigan, working with CAMBRIDGE CONNECTION INC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Bert Whitehead charge for services?

Bert Whitehead's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIDGE CONNECTION INC?

CAMBRIDGE CONNECTION INC has approximately 8 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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