Denise A. Grace
Professional summary
Denise Alene Grace, who also goes by Denise Alene Goodrow, Denise A Lake, Denise Alene Lake, is a registered financial advisor currently at AAN WEALTH ADVISORS LLC located in Farmington Hills, Michigan.
Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Denise has worked at 9 firms and has passed the Series 65, Series 63, Series 6, Series 7 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Denise Alene Grace's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 19, 2023 - Present
AAN WEALTH ADVISORS LLC
February 14, 2019 - August 31, 2023
ALPHASTAR CAPITAL MANAGEMENT
January 18, 2019 - February 14, 2019
VIRTUE CAPITAL MANAGEMENT, LLC
June 14, 2016 - January 29, 2019
ALPHASTAR CAPITAL MANAGEMENT
June 4, 2012 - December 31, 2013
GRADIENT SECURITIES, LLC
July 28, 2009 - May 18, 2011
QUESTAR CAPITAL CORPORATION
June 28, 2006 - February 1, 2008
MML INVESTORS SERVICES, LLC
March 7, 2002 - June 21, 2002
EDWARD JONES
October 18, 2001 - March 13, 2002
PFS INVESTMENTS INC.
June 19, 1984 - November 14, 1984
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/19/2023)
Exams
Current Firm
AAN WEALTH ADVISORS LLC
CRD#: 300652 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 411 |
| AUM (Assets Under Management) | $ 83,850,258 |
Red Flags
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