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2 advisors near 48742
Out of 400,000+ nationwide
Kevin F
Series 66
Lincoln, MI
Eagle Strategies (NY Life)
Kevin Friddle is a financial advisor with Eagle Strategies (New York Life) based in Lincoln, Michigan, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at The Huntington Investment Company and CUSO Financial Services. Outside of his advisory duties, he serves in leadership and board roles with the Alcona Masonic Lodge and the Grand Lodge of Free and Accepted Masons in Michigan, and volunteers as a Charter Organization Representative for the Boy Scouts of America Michigan Crossroads Council. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through a large network of advisers and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.
Gary A
Series 63, Series 65
Lincoln, MI
LPL Financial
Gary Altman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Mariner Wealth Advisors, Heber Fuger Wendin, Inc., Alpena Alcona Area Credit Union, and Calcite Credit Union. Outside of financial advising, he is involved in farming activities in Rogers City, Michigan. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.
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2 advisors near 48742
Out of 400,000+ nationwide