Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shane Gaddy is a financial advisor at LPL Financial LLC. Michael has been in the financial services industry since 1998 and has a strong track record of providing investment advice to individuals, families, and businesses. Michael also provides investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. Michael holds the Series 7, 9, 10, 63 and 66 licenses. He is also a Certified Financial Planner (CFP®).
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.
Consulting and other non-discretionary advisory services
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.
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2
GA
04/06/2022 - Present
LPL Financial LLC (GAINESVILLE GA)
GA
01/01/2008 - 06/02/2017
WELLS FARGO CLEARING SERVICES, LLC (GAINESVILLE GA)
GA
10/14/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GAINESVILLE GA)
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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