How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

(1) 09/2007 MICHIGAN OFFICE OF FINANCIAL AND INSURANCE SECURITIES - FINANCIAL COUNSELOR; 5 HRS PER MTH, 0 BSNS HRS (2) LOVEJOY ASSOCIATES - SPRINGFIELD, MA, EMPLOYEE EDUCATOR, PROVIDE FINANCIAL LITERACY EDUCATIONAL SEMINARS TO EMPLOYEES, DEVOTE APPROX 24 HRS PER MONTH, 24 HRS DURING BSNS HRS. (3) CLC INCORPORATED - GRANITE BAY, CA, PRESENT RJA APPROVED SEMINARS TO EMPLOYEES WHOSE FIRMS CONTRACT WITH CLC TO PROVIDE EAP PROGRAMS, DEVOTE APPROX 4 HRS PER MONTH, NONE DURING BSNS HRS. (4)THE JEAN LEDWITH KING WOMEN'S CENTER OF SOUTHEASTERN MICHIGAN - ANN ARBOR, MI, DEVELOP CONTENT & PARTICIPATE IN WORKSHOP PROGRAMS PROVIDING FINANCIAL EDUCATION, DEVOTE 4 HRS PER MONTH, NONE DURING BSNS HRS. (5) Name of Business: Colin Circle Properties, LLC Address: 417 Colin Circle, Ann Arbor, MI, 48103 Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/17/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sole member of the LLC

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Susan Smith Franke

Experience: 20 years / 1 firms

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