Grosse Pointe Farms, MI Kercheval Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,669,592,784
ClientsTotal clients
46,299
AdvisorsAdvisors at this office
2
Of 1,008 advisors across 555 offices
Location
66 Kercheval
Grosse Pointe Farms MI 48236
Advisors at this office
2
Advisors at this office
Isabella B
Series 63, Series 65
Grosse Pointe Farms, MI
FIFTH THIRD SECURITIES, Inc.
Isabella Barone is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 63 and Series 65 credentials and began her advisory career in 2025. Prior to joining Fifth Third Securities, she worked at Fifth Third Bank and has experience in education and hospitality sectors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs, including the Passageway Managed Account Program, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.
Lance T
Series 65, Series 63, Series 66
Grosse Pointe Farms, MI
FIFTH THIRD SECURITIES, Inc.
Lance Tabbert is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 65, Series 63, and Series 66 credentials and has 16 years of industry experience. His prior work includes roles at Allianz Life Financial Services, LLC and Allianz Life Insurance Company of North America, as well as self-employment. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a range of managed account programs on the Passageway platform, combining third-party portfolio management with advisor-directed options and tax-overlay services.
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