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Detailed Report
BRIAN RAYMOND
CRD#: 5949167
IA
Investment Adviser
SENTINEL PENSION ADVISORS INCCRD#: 109901 3001 W Big Beaver
Suite 302
Troy, MI 48084
Registration History
20122014201620182020202220242026IASENTINEL PENSION ADVISORS INC (CRD# 109901)2020 - Present (5 years)IAABG PORTFOLIO STRATEGIES, INC. (CRD# 111116)2011 - 2019 (8 years)
License(s)

State Registrations

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Michigan 1/2/2020
Current Registration(s)
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SENTINEL PENSION ADVISORS INC (CRD#:109901)
3001 W Big Beaver Suite 302, Troy, MI 48084
Registered with this firm since 1/2/2020
Previous Registration(s)
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 06/29/2011 - 12/31/2019 ABG PORTFOLIO STRATEGIES, INC. (CRD#:111116) BINGHAM FARMS, MI
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.