Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Archibald? Claim Your ProfileArchibald McMichael is an experienced financial professional with over 20 years of experience in the industry. Archibald has a deep understanding of investment strategies, retirement planning, and estate planning. He is currently registered with Avantax Advisory Services and is also a licensed insurance agent. Archibald is committed to providing personalized financial guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
PA
06/07/2023 - Present
Avantax Advisory Services (Wayne PA)
PA
01/12/2012 - 06/08/2023
LIFEMARK SECURITIES CORP. (Wayne PA)
PA
01/04/2006 - 12/21/2011
LPL FINANCIAL LLC (WAYNE PA)
PA
05/03/2004 - 01/12/2006
PNC INVESTMENTS (PITTSBURGH PA)
NJ
10/11/2002 - 04/23/2004
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
11/24/1999 - 10/14/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
10/03/2002 - 10/03/2002
J. B. HANAUER & CO. (PARSIPPANY NJ)
PA
02/19/1998 - 09/15/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 01/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/06/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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