Cullen
Prena
Advance Capital Management Inc
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About this Advisor
Cullen Prena is a financial advisor based in Southfield, Michigan, working with Advance Capital Management Inc. Cullen has previously held positions at the University Of Mississippi, Athletes To Careers, Jsp North America, J.P. Morgan Securities, LLC, Jpmorgan Chase Bank, N.A, University Of Oregon, University Or Oregon, and Advance Capital Management, Inc. Cullen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Cullen is part of Advance Capital Management Inc, which operates out of Southfield, Michigan. The firm has 7 offices and 53 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Advance Capital Management Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advance Capital Management Inc Brokerage Details
$4,023,482,795
53
14,038
$286,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Cullen Prena Work History
Advance Capital Management, Inc
J.P. Morgan Securities, LLC
Jpmorgan Chase Bank, N.A
University Of Mississippi
University Of Mississippi
Athletes To Careers
Jsp North America
University Or Oregon
University Of Oregon
Disclosures
Please visit the SEC profile of Cullen Prena to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advance Capital Management Inc
Grand Rapids, MI
Dallas, TX
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
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