James
Denny
Financial Freedom House
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About this Advisor
James Denny is a financial advisor based in Waterford, Michigan, working with Financial Freedom House. James has previously held positions at Triad Advisors, Inc and Cygnet Financial Planning, Inc (Dba Financial Freedom House). James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of Financial Freedom House, which operates out of Waterford, Michigan. The firm has 2 offices and 9 employees. The firm manages assets totaling $174.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Financial Freedom House includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Freedom House Brokerage Details
$174,480,389
9
981
$177,860
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
James Denny Work History
Cygnet Financial Planning, Inc (Dba Financial Freedom House)
Triad Advisors, Inc
Disclosures
Please visit the SEC profile of James Denny 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 Financial Freedom House
Waterford, MI
Waterford, MI
Waterford, MI
Waterford, MI
Waterford, MI
Waterford, MI
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