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Heather Lynn Ciurla

MCQUEEN FINANCIAL ADVISORS II, INC.·CLAWSON, Michigan
Clean recordMCQUEEN FINANCIAL ADVISORS II, INC.
1239 ANDERSON ROAD, CLAWSON, MI 48017CRD# 4900229Firm CRD# 109325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Lynn Ciurla · CLAWSON, MI
Registration
CRD #4900229 · MCQUEEN FINANCIAL ADVISORS II, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Heather Lynn Ciurla is a registered financial advisor based in CLAWSON, Michigan, affiliated with MCQUEEN FINANCIAL ADVISORS II, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MCQUEEN FINANCIAL ADVISORS II, INC.
MCQUEEN FINANCIAL ADVISORS II, INC.
AUM
$11.6B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at MCQUEEN FINANCIAL ADVISORS II, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4900229
Firm CRD# 109325
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Lynn Ciurla offer?
Heather Lynn Ciurla specializes in Investment Management, Wealth Management. Contact their office in CLAWSON, Michigan for a consultation.
What are Heather Lynn Ciurla's credentials?
Heather Lynn Ciurla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Lynn Ciurla located?
Heather Lynn Ciurla is based in CLAWSON, Michigan, working with MCQUEEN FINANCIAL ADVISORS II, INC.. Their office serves clients in the CLAWSON metropolitan area and surrounding communities.
How does Heather Lynn Ciurla charge for services?
Heather Lynn Ciurla's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCQUEEN FINANCIAL ADVISORS II, INC.?
MCQUEEN FINANCIAL ADVISORS II, INC. has approximately 50 employees and manages $11.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCQUEEN FINANCIAL ADVISORS II, INC.

Charles Nelson Mcqueen
CLAWSON, MI
Jennifer Teresa Lee
CLAWSON, MI
Craig Michael Sicilia
CLAWSON, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in MichiganNational Fee Analysis
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