Troy, MI Corporate Drive Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

4

Of 4,620 advisors across 969 offices

Location

5435 Corporate Drive, Suite 240

Troy MI 48098

Advisors at this office

4

Advisors at this office

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Robt L

Series 66

Troy, MI

Equitable Advisors

Robt Lineberger is a financial advisor with Equitable Advisors, holding a Series 66 credential and six years of industry experience. His prior experience includes roles at Jackson National, Penske Automotive, and Michigan State University. He also serves as an assistant baseball coach for South Oakland A's Baseball, working with 9-year-olds on a volunteer basis. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Richard G

Series 63, Series 65

Troy, MI

Equitable Advisors

Richard Gregor is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. In addition to his advisory role, Gregor provides tax consulting as a CPA and participates in competitive bowling tournaments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Joseph P

Series 66

Troy, MI

Equitable Advisors

Joseph Prechtel is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previous experience at firms including VMG Health, T. Rowe Price, and Prudential Financial. Outside of his advisory role, he operates a business under the name At Aspen LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions, with a regulatory asset management mix of discretionary and non-discretionary accounts.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Scott P

ChFC®, Series 63, Series 65

Troy, MI

Equitable Advisors

Scott Prechtel is a financial advisor with Equitable Advisors in Oakland, MI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including over two decades at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is a partner at Aspen LLC and holds an administrative role at LRS Management LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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