MI
MI

Michael Inman

25 Years of Experience
Orinda, CA

Michael Inman is a registered investment advisor at Mb Inman Investment Advisors, LLC, based in Orinda, CA, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4 Orinda Way, Suite 150-D, Orinda, CA, 94563

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mb Inman Investment Advisors, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Mb Inman Investment Advisors, LLC
July 2010 - December 2021 · 11 yrs 5 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
August 2000 - June 2009 · 8 yrs 10 mos
State Registrations1 state
CA
Advisor

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.
Michael Inman - Financial Advisor | TrueAdvisor