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Michael Joseph Adrian

Archer Investment Corp.

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About Michael Joseph Adrian

Michael Adrian is a registered investment advisor with over 20 years of experience in the financial services industry. Michael has a Series 6, Series 63, and Series 65 license, and has been registered with the state of Vermont as an Investment Advisor Representative since 2019. Michael currently works for Archer Investment Corp. and has previously been employed with AVANTAX INVESTMENT SERVICES, INC. Michael's experience includes portfolio management for individuals, businesses, and investment companies. He has worked with a diverse range of clients, including high-net-worth individuals, corporations, and pension plans.

Firm Information

Michael Adrian is currently registered with Archer Investment Corp.. Archer Investment Corp. is an investment advisor based in Carmel, IN. The firm manages assets for individuals, investment companies, pension plans, and other clients. Archer Investment Corp. provides portfolio management services, as well as pension consulting. They have over 80 investment advisor representatives and manage approximately $749 million in assets.
Archer Investment Corp.

11711 N. COLLEGE AVE

CARMEL, IN 46032

$749.21M

Assets Under Management

Not reported

Total Clients

75

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Adrian’s Registration & Firm History

VT

01/01/2025 - Present

Archer Investment Corp. (Townshend VT)

VT

08/14/1997 - 10/25/2019

AVANTAX INVESTMENT SERVICES, INC. (TOWNSEND VT)

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Licenses & Designations

BC

Issued 10/11/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/07/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Joseph Adrian.
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