Jeffrey R. Saunders

SAUNDERS FINANCIAL LLC

Livonia, MI 48152

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CRD#: 6170572

Professional summary

Jeffrey Richard Saunders, CFP®, who also goes by Saunders Richard Jeffrey, is a registered financial advisor currently at SAUNDERS FINANCIAL LLC located in Livonia, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jeffrey has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Saunders Richard Jeffrey

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.

1) JEFFREY R. SAUNDERS, P.C. - ATTORNEY - 30 HOURS A WEEK WITH SOME DURING MARKET HOURS. 2)JEFFREY R. SAUNDERS P.C. - TAX PREPARATION SERVICES - 5 HOURS A WEEK, BUT ONLY DURING TAX SEASON. 3) JEFFREY R. SAUNDERS - INDEPENDENT INSURANCE AGENT - 2 HOURS A WEEK WITH SOME DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Richard Saunders'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: 2005

Experience

Current

June 7, 2013 - Present

SAUNDERS FINANCIAL LLC

Office #1: 39111 Six Mile Road Ste. 102, Livonia, MI 48152

RIA

CRD#: 167114

Livonia, 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
(6/7/2013)

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

SAUNDERS FINANCIAL LLC

SAUNDERS FINANCIAL LLC | SAUNDERS, JEFFREY

CRD#: 167114 / SEC#:

Michigan

Registered Investment Advisory firm - (6/5/2013 Approved)

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Contact information

Main Address

39111 Six Mile Road Ste. 102, Livonia, MI 48152

Mailing Address

Phone number

(248) 644-6610

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 60,605,724

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey R. Saunders

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Richard Saunders's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAUNDERS FINANCIAL LLC

State Registrations and Notice Filings

Exams

Current Firm

SAUNDERS FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAUNDERS FINANCIAL LLC

TRUST BUT VERIFY

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