David Timothy Doyle
Professional Summary
David Timothy Doyle is a registered financial advisor currently at PLANTE MORAN INSURANCE AGENCY located in Southfield, Michigan. David is registered as a RR (Registered Representative) and started their career in finance in 2006. David has worked at 4 firms and has passed the SIE, Series 7, Series 14, Series 10, Series 9 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
PLANTE MORAN INSURANCE AGENCY | PLANTE MORAN INSURANCE AGENCY SERVICES, LLC
Contact Information
Main Address
3000 Town Center Suite 100, Southfield, MI 48075Mailing Address
Po Box 307, Southfield, MI 48037-0307Phone Number
(248) 223-3312Established
Michigan since 11/22/2002Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| P&M HOLDING GROUP, LLP | OWNER | — |
| BARBER, PAMELA JOY | CHIEF FINANCIAL OFFICER, FINOP/PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5489840 |
| BUCHALSKI, NATHAN SCOTT | BOARD MEMBER | 8131190 |
| DOYLE, DAVID TIMOTHY | CHIEF COMPLIANCE OFFICER | 2552281 |
| GIBSON, STEVEN JAMES | PRESIDENT, PRINCIPAL | 4022300 |
| JINSKY, DAWN REBECCA | DIRECTOR | 5594612 |
| LESSER, JOHN JAMES | BOARD MEMBER | 4454195 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Sep 2006About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Aug 2006About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Timothy Doyle's CRS (Customer Relationship Summary).
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