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Leanna Susan Williams

MICHIGAN ADVISORS, INC·SOUTHFIELD, Michigan
SIE, Series 6, Series 6TO, Series 28, Series 63, Series 99TOClean recordMICHIGAN ADVISORS, INC
21415 CIVIC CENTER DRIVE, SOUTHFIELD, MI 48076CRD# 3074055Firm CRD# 124064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leanna Susan Williams · SOUTHFIELD, MI
Registration
CRD #3074055 · MICHIGAN ADVISORS, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 6TO
Series 28
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MICHIGAN ADVISORS, INC
CRD 124064 · SEC 801-69004
AUM
$68M
Regulatory assets under management
Employees
1
350 client accounts
Services offered by MICHIGAN ADVISORS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MICHIGAN ADVISORS, INC →
Introduction

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04

Frequently Asked Questions

What services does Leanna Susan Williams offer?
Leanna Susan Williams specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Leanna Susan Williams's credentials?
Leanna Susan Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leanna Susan Williams located?
Leanna Susan Williams is based in SOUTHFIELD, Michigan, working with MICHIGAN ADVISORS, INC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Leanna Susan Williams charge for services?
Leanna Susan Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MICHIGAN ADVISORS, INC?
MICHIGAN ADVISORS, INC has approximately 1 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SOUTHFIELD, MI

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