Michael Livingston is a CFP-designated registered investment advisor, based in Cincinnati, OH, with 28 years of industry experience.
Location
4520 Cooper Road, Suite 201, Cincinnati, OH, 45242
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael offers financial planning services through Eisenzimmer Financial Services, Inc. and Fountain Square Asset Management LLC, and is an insurance agent selling life and health insurance. He also serves on the advisory board for the School of Business at Gateway Technical and Community College and is a sole member of Michael Livingston FS LLC for tax and legal purposes.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Fountain Square Asset Management
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Concourse Financial Group Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations19 states
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.