WebBernard Kent. CRD Number: 2665636. Current Firm: Schechter Investment Advisors, LLC. Bernard Kent (CRD# 2665636) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 15 years of experience in the finance industry. Similar Advisors. Nicholas T. Goode. CRD# 4661126. Lpl Financial … WebMar 14, 2024 · Lisa McGee is an Underwriting Case Manager at Schechter Investment Advisors based in Birmingham, Michigan. Previously, Lisa was a Manager, Private Client Services at Simpson & McCrady. Read More . Contact. ... Schechter Investment Advisors is part of the Finance industry, and located in Michigan, United States. Schechter …
Bradley K. Feldman, JD, CLU - Senior Wealth Advisor - Schechter
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Schechter Wealth Company Profile: Service Breakdown & Team
Web251 Pierce St. Birmingham, MI 48009. [email protected]. Our Services. Portfolio Design & Management; Financial Planning; Estate Planning; Private Capital; ... Advisory … WebEstablished in 1939, Schechter Wealth is a boutique wealth advisory and financial services firm based in Birmingham, Michigan. The firm advises wealthy families on financial matters including institutional quality investment services, alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. WebApr 20, 2024 · SCHECHTER BOOTCAMP April 20-21, 2024 The Townsend Hotel, Birmingham, MI Explore new income generation and estate planning strategies to arm HNW clients with… SCHECHTER BOOTCAMP April 20-21, … gaf timberline hd shingle weight per square