Brighton, MI Brighton Lake Road Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,960 offices

Location

142 Brighton Lake Road

Brighton MI 48116

Advisors at this office

2

Advisors at this office

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Philip S

Series 63, Series 66

Brighton, MI

Raymond James Financial

Philip Spoljarick is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been affiliated with various Raymond James entities since 2013. He also operates Quadrant A Capital Management, a financial planning and investment management firm that works in conjunction with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mark M

Series 63, Series 65

Brighton, MI

Raymond James Financial

Mark Mann is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 registrations and has 32 years of industry experience, including prior roles at Merrill and Bank of America. He is also associated with Quadrant A Capital Management, where he works alongside the branch manager and owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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