Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lightfield is a financial advisor with Horter Investment Management, LLC, a firm registered with the SEC and with offices in Cincinnati, OH, and Elkridge, MD. Michael has been a registered investment advisor since 2012. Michael also owns Lightfield Wealth Management, which provides financial planning and investment advice, and is a Managing Member of Columbia Tax Advisory Group, LLC, a tax and accounting firm. Michael is a licensed investment advisor in Maryland. His professional designations include Series 6, Series 63, and Series 65. Michael has over 25 years of experience in the financial services industry. Michael's specialties include financial planning, investment advice, and insurance products. He has worked with a variety of clients, including high-net-worth individuals, corporations, and small businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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MD
05/29/2012 - Present
Horter Investment Management, LLC (ELKRIDGE MD)
GA
11/14/1997 - 04/01/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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