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Jeffrey Francis Brayton

LAKESHORE FINANCIAL PLANNING INC.·SAINT CLAIR SHORES, Michigan
Clean recordLAKESHORE FINANCIAL PLANNING INC.
23201 JEFFERSON AVE, SAINT CLAIR SHORES, MI 48080CRD# 2356995Firm CRD# 299129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Francis Brayton · SAINT CLAIR SHORES, MI
Registration
CRD #2356995 · LAKESHORE FINANCIAL PLANNING INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Francis Brayton is a registered financial advisor based in SAINT CLAIR SHORES, Michigan, affiliated with LAKESHORE FINANCIAL PLANNING INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
LAKESHORE FINANCIAL PLANNING INC.
LAKESHORE FINANCIAL PLANNING INC.
AUM
$354M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LAKESHORE FINANCIAL PLANNING INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2356995
Firm CRD# 299129
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Francis Brayton offer?
Jeffrey Francis Brayton specializes in Investment Management, Fee-Only Advisory. Contact their office in SAINT CLAIR SHORES, Michigan for a consultation.
What are Jeffrey Francis Brayton's credentials?
Jeffrey Francis Brayton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Francis Brayton located?
Jeffrey Francis Brayton is based in SAINT CLAIR SHORES, Michigan, working with LAKESHORE FINANCIAL PLANNING INC.. Their office serves clients in the SAINT CLAIR SHORES metropolitan area and surrounding communities.
How does Jeffrey Francis Brayton charge for services?
Jeffrey Francis Brayton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAKESHORE FINANCIAL PLANNING INC.?
LAKESHORE FINANCIAL PLANNING INC. has approximately 6 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LAKESHORE FINANCIAL PLANNING INC.

Mark Edward Romin
SAINT CLAIR SHORES, MI
Patricia Ann Johnson
SAINT CLAIR SHORES, MI
Richard John Davenport
SAINT CLAIR SHORES, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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