David
Lolley
Creative Financial Designs, Inc
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About this Advisor
David Lolley is a financial advisor based in Adrian, Michigan, working with Creative Financial Designs, Inc. David has previously held positions at Cfd Investments, Inc, Creative Financial Designs, Inc, Lolley Financial, and Lincoln Financial Securities Corporation. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, David is part of Creative Financial Designs, Inc, which operates out of Adrian, Michigan. The firm has 108 offices and 152 employees. The firm manages assets totaling $2.1 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 educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creative Financial Designs, Inc Brokerage Details
$2,082,130,980
152
12,377
$168,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
David Lolley Work History
Cfd Investments, Inc
Creative Financial Designs, Inc
Lolley Financial
Lincoln Financial Securities Corporation
Disclosures
Please visit the SEC profile of David Lolley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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