Warren F. Mcintyre

VISIONQUEST FINANCIAL PLANNING LLC

Troy, MI 48083

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CRD#: 4600326

Professional summary

Warren Francis Mcintyre MR, CFP®, who also goes by Warren Francis Mcintyre, is a registered financial advisor currently at VISIONQUEST FINANCIAL PLANNING LLC located in Troy, Michigan.

Warren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Warren has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Warren Francis Mcintyre

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Warren Francis Mcintyre MR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

March 23, 2010 - Present

VISIONQUEST FINANCIAL PLANNING LLC

Office #1: 200 E. Big Beaver, Troy, MI 48083

RIA

CRD#: 123402

Troy, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(3/23/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VISIONQUEST FINANCIAL PLANNING LLC

CRD#: 123402 / SEC#:

Michigan

Registered Investment Advisory firm - (11/22/2002 Approved)

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Contact information

Main Address

200 E. Big Beaver, Troy, MI 48083

Mailing Address

Phone number

(248) 619-3978

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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