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PROCOURSE FIDUCIARY ADVISORS, LLC
PROCOURSE FIDUCIARY ADVISORS, LLC
MJ RETIREMENT
CARMEL, Indiana
·
6 registered advisors
·
CRD# 164328
SEC# 801-76741
0
317-805-7500
01
Firm Overview
AUM
$4.4B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PROCOURSE FIDUCIARY ADVISORS, LLC
6 registered advisors
Brea Nicole Morrison Dantin
CARMEL, Indiana
CRD# 4430268
Bryan James Gross
CARMEL, Indiana
CRD# 7887799
Deana Joy Harmon
CARMEL, Indiana
CRD# 3160405
Douglas Glen Prince
CARMEL, Indiana
CRD# 2711184
Jeffrey K Prince
CARMEL, Indiana
CRD# 5815877
Keith Lorenzo Griffin
CARMEL, Indiana
CRD# 6626522
05
Office Locations
CARMEL, Indiana
6 advisors
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Data sourced from SEC Form ADV filings. PROCOURSE FIDUCIARY ADVISORS, LLC (CRD# 164328) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.