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PH

Peggy L. Hall-davenport

Some features on this profile are disabled
CRD#: 706843
PH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peggy Lynn Hall-davenport, who also goes by Peggy Lynn Evans, Peggy Lynn Hall, Peggy Lynn Hubner, Peggy L Hall Mcwilliams, Peggy Lynn Mcwilliams, was a registered financial professional .

Peggy is a previously registered financial professional and started their career in finance in 1980. Peggy had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 51 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Peggy Lynn Evans | Peggy Lynn Hall | Peggy Lynn Hubner | Peggy L Hall Mcwilliams | Peggy Lynn Mcwilliams

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 20, 2018 - June 14, 2021

CENTER FOR FINANCIAL PLANNING INC

RIA
CRD#: 109599
SOUTHFIELD, MI
Past

March 19, 2010 - June 26, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
BRIGHTON, MI
Past

October 2, 1990 - December 31, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
BRIGHTON, MI
Past

December 13, 1988 - October 11, 1990

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

April 9, 1983 - January 1, 1989

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

July 27, 1982 - April 15, 1983

U.S. MUTUAL SECURITIES CORP.

BD
CRD#: 7046
Past

April 10, 1980 - May 21, 1982

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

April 10, 1980 - May 21, 1982

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

April 10, 1980 - May 21, 1982

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CENTER FOR FINANCIAL PLANNING INC
CENTER FOR FINANCIAL PLANNING INC

CRD#: 109599 / SEC#: 801-65076

RIA
Registered Investment Advisory firm - (1/4/2006 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/31/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/15/1983
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 3/31/1980
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 1/11/2007
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/15/1989
General Securities Principal Examination

Current Firm

CF
CENTER FOR FINANCIAL PLANNING INC
CENTER FOR FINANCIAL PLANNING INC

CRD#: 109599 / SEC#: 801-65076

RIA
Registered Investment Advisory firm - (1/4/2006 Approved)
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Contact information

Main Address
24800 Denso Drive Suite 300, Southfield, MI 48033-7470
Mailing Address
Phone number
(248) 948-7900
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CENTER ADV (3/18/2025)

Regulatory assets under management

Total Number of Accounts4,116
AUM (Assets Under Management)$ 1,711,817,929

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.

Company Information

CENTER FOR FINANCIAL PLANNING INC

CRD#: 109599

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