David T. Doyle
Professional summary
David Timothy Doyle is a registered financial professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Timothy Doyle's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2018 - Present
PLANTE MORAN INSURANCE AGENCY
Office #1: 3000 Town Center Suite 100, Southfield, MI 48075August 27, 2010 - September 21, 2016
COMERICA SECURITIES
October 5, 2009 - August 26, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
July 21, 2006 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
PLANTE MORAN INSURANCE AGENCY
CRD#: 127257 / SEC#: , 8-65976
Contact information
FINRA licenses (4 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 |
Red Flags
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