Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alford is a financial professional with over 20 years of experience in the financial services industry. Michael is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Michael has a Series 7, 24, 63, 66 and 99TO license. Michael has been with Cambridge Investment Research Advisors, Inc. since December 2010, and previously worked at Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp. Michael is a Certified Financial Planner™ and offers a wide range of financial services, including financial planning, investment management, and retirement 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
12/06/2010 - Present
Cambridge Investment Research Advisors, Inc. (Summerville SC)
SC
07/01/2002 - 12/09/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MT PLEASANT SC)
MN
11/27/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 01/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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