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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gilbert Fancher is a financial advisor with Creative Planning. Michael has been in the industry since 1994 and has a diverse background with experience at APW Capital, Inc., Cambridge Investment Research, Inc., and Capital Analysts, Incorporated. Michael holds Series 4, 7, and 63 licenses and is also a Chartered Financial Analyst. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Michael is committed to helping clients achieve their financial goals through personalized, comprehensive financial planning.
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.
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.
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2
PA
09/05/2023 - Present
Creative Planning (Berwyn PA)
PA
05/22/2012 - 12/31/2021
APW CAPITAL, INC. (BERWYN PA)
PA
01/02/2008 - 05/24/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (BERWYN PA)
PA
09/16/1994 - 12/31/2007
CAPITAL ANALYSTS, INCORPORATED (BERWYN PA)
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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