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Arthur Raymond Cole

EXECUTIVE FINANCIAL SERVICES INC·LIVONIA, Michigan
Clean recordEXECUTIVE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Arthur Raymond Cole is a registered financial advisor based in LIVONIA, Michigan, affiliated with EXECUTIVE FINANCIAL SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EXECUTIVE FINANCIAL SERVICES INC
CND FINANCIAL
AUM
$154M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EXECUTIVE FINANCIAL SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2822685
Firm CRD# 110180
View on FINRA BrokerCheck →

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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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