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Gregory C
Series 66
East Lansing, MI
Private Advisor Group, LLC
Gregory Custer is a financial advisor at Private Advisor Group, LLC in East Lansing, MI, holding a Series 66 credential with five years of industry experience. His prior roles include positions at LPL Financial and Comfort Research. He also provides administrative support to Private Advisor Group through a registered investment advisor business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.
Ener A
Series 66
East Lansing, MI
Private Advisor Group, LLC
Ener Almanza is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 10 years of industry experience, including prior work with LPL Financial, LLC. Outside of his advisory work, Almanza is involved in organic farming through his home-based business, Zumo, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform, and employs a fiduciary-based advisory model utilizing various investment strategies and third-party managers.
Lorenzo D
Series 66
East Lansing, MI
Private Advisor Group, LLC
Lorenzo Duran is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and Greene Wealth Management and has a background that includes time at Michigan State University and other business activities related to investment advisory. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.
Jason L
Series 63, Series 66
East Lansing, MI
Private Advisor Group, LLC
Jason Legg is a financial advisor at Private Advisor Group, LLC, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Advisor Group since 2015. Prior to that, he worked at LPL Financial starting in 2007. Outside of his advisory work, he owns and operates Great Lakes Aerial Photography, a business specializing in aerial video production. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model, combining client goal assessments with portfolio management and third-party investment strategies.
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