AV

Annette Arlene Vanderlinde

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

418 North Main Street, Suite #220, Royal Oak, MI, 48067

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Annette is a partner at CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, LLC (PCIA), spending minimal time on this. She also works full-time at Prime Capital Investment Advisors, LLC and spends a few hours per week selling and servicing fixed insurance products through PCRM LLC.

Employment History
Current Registrations
Private Client Services, LLC Broker
August 2024 - Present · 1 yr 5 mos
Prime Capital Financial
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Liberty Wealth Advisors, LLC
July 2021 - December 2022 · 1 yr 5 mos
First Allied Securities, INC.Broker
October 2013 - June 2020 · 6 yrs 8 mos
Sii Investments, INC.Broker
October 2007 - October 2013 · 6 yrs
Commonwealth Financial Network Broker
February 2007 - October 2007 · 8 mos
State Registrations15 states
CTDEFLMAMEMIMONJNMNYPARISCTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.