MC
MC

Michael Clancy

33 Years of Experience
Shelby Township, MI
BrokerSells Insurance

Michael Clancy is a registered investment advisor, based in Shelby Township, MI, with 33 years of industry experience.

Location

45656 Village Blvd, Shelby Township, MI, 48315

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael owns Provision Financial (DBA) and works there full-time, and is also an advisory representative of a RIA, CIRA, spending about half his time there. He is also an independent insurance agent for various companies, dedicating a few hours per week, and owns Florida Rental real estate, spending minimal time on it.

Employment History
Current Registrations
Cambridge Investment Research, INC.
March 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research Advisors, INC.
March 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
LPL Financial LLC
June 2010 - May 2022 · 11 yrs 11 mos
LPL Financial LLCBroker
September 2009 - May 2022 · 12 yrs 8 mos
Cia Financial Group, INC.
May 2009 - December 2009 · 7 mos
Cia Financial Group, INC.
June 2008 - August 2010 · 2 yrs 2 mos
Mutual Service CorporationBroker
March 2000 - September 2009 · 9 yrs 6 mos
Linsco/private Ledger CORP.Broker
June 1997 - March 2000 · 2 yrs 9 mos
American Express Financial Advisors INC.Broker
July 1992 - June 1997 · 4 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1992 - June 1997 · 4 yrs 11 mos
State Registrations10 states
ALAZFLGALAMAMINCOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.