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David Jerry Volante is a financial advisor professional located in South Lyon, MI. They specialize in financial advisory. With over 39 years of experience, they bring deep expertise to every client.
David Jerry Volante - Investment Planners, Inc. holds an active professional license (FINRA CRD) for your protection.
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David Jerry Volante operates Investment Planners, Inc. from South Lyon, Michigan, bringing 39 years of experience in financial advisory services. The firm holds a FINRA CRD license (number 1576112), which regulates investment professionals and broker-dealers in the securities industry. With nearly four decades in the field, Volante has developed extensive knowledge of financial planning and investment strategies. The business is established and operates under FINRA oversight, ensuring compliance with federal securities regulations and industry standards.
A FINRA CRD (Central Registration Depository) license indicates that David Jerry Volante is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for broker-dealers and investment professionals in the United States. This registration means the advisor has met specific training and qualification requirements to conduct securities transactions and provide investment advice. FINRA oversight includes background checks, continuing education requirements, and compliance monitoring to protect investors. The license number on file allows clients to verify the advisor's registration status and disciplinary history through FINRA's public database.