MB
CFP · ChFC
MB
CFP · ChFC

Michael Bird

29 Years of Experience
Blountville, TN
BrokerSells Insurance

Michael Bird is a CFP, ChFC-designated registered investment advisor, based in Blountville, TN, with 29 years of industry experience.

Location

1810 Highway 394, Blountville, TN, 37617

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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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Other Business ActivitiesSells Insurance

Michael is an insurance agent since 2013, selling life, health, disability, EIAs, and LTC insurance, dedicating nearly full-time hours to this. He also works as a principal in Bird Tax Preparation, spending a few hours per week preparing tax returns.

Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
January 2019 - Present · 7 yrs 4 mos
On Investment Management CO
May 2018 - Present · 8 yrs
Previous Registrations
On Investment Management CO
August 2013 - December 2018 · 5 yrs 4 mos
The O.N. Equity Sales CompanyBroker
August 2013 - December 2018 · 5 yrs 4 mos
LPL Financial LLC
June 2011 - July 2013 · 2 yrs 1 mo
Gaam Wealth Advisors, INC.
January 2008 - September 2013 · 5 yrs 8 mos
LPL Financial LLCBroker
July 2007 - July 2013 · 6 yrs
Jefferson Pilot Securities CORP
January 2004 - July 2007 · 3 yrs 6 mos
Jefferson Pilot Securities CorporationBroker
March 2002 - July 2007 · 5 yrs 4 mos
Securian Financial Services, INC.Broker
February 1997 - March 2002 · 5 yrs 1 mo
State Registrations16 states
ARCAFLGAKSKYLAMIMOMSNCOHSCTNTXVA
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.