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Arthur Raymond Cole

EXECUTIVE FINANCIAL SERVICES INC·LIVONIA, Michigan
Series 6, Series 63, Series 65Clean record16 years registeredEXECUTIVE FINANCIAL SERVICES INC
33762 SCHOOLCRAFT RD, LIVONIA, MI 48150CRD# 2822685Firm CRD# 110180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arthur Raymond Cole · LIVONIA, MI
Registration
CRD #2822685 · EXECUTIVE FINANCIAL SERVICES INC · 16 years registered
Brand Profile
Not yet started
01

Career History

CND FINANCIAL
May 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · May 6, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EXECUTIVE FINANCIAL SERVICES INC
CRD 110180 · SEC 801-121895
AUM
$154M
Regulatory assets under management
Employees
4
190 client accounts
Services offered by EXECUTIVE FINANCIAL SERVICES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EXECUTIVE FINANCIAL SERVICES INC →
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05

Frequently Asked Questions

What services does Arthur Raymond Cole offer?
Arthur Raymond Cole specializes in Financial Planning, Investment Management. Contact their office in LIVONIA, Michigan for a consultation.
What are Arthur Raymond Cole's credentials?
Arthur Raymond Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur Raymond Cole located?
Arthur Raymond Cole is based in LIVONIA, Michigan, working with EXECUTIVE FINANCIAL SERVICES INC. Their office serves clients in the LIVONIA metropolitan area and surrounding communities.
How does Arthur Raymond Cole charge for services?
Arthur Raymond Cole's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXECUTIVE FINANCIAL SERVICES INC?
EXECUTIVE FINANCIAL SERVICES INC has approximately 4 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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