Michael Bish is a CFP-designated registered investment advisor, based in Charlotte, NC, with 20 years of industry experience.
Location
214 N Tryon St, Fl 33, Charlotte, NC, 28202
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Regulatory History (1)
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Customer Dispute
February 2024Closed-No Action
Other Business Activities
Michael jointly owns rental property with Jennifer Bish since 2022, using a property manager and dedicating minimal time. Michael also owns a short-term rental property in Murrells Inlet, SC since 2024, managed by a third-party rental office, also requiring minimal time.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLCBroker
December 2017 - February 2021 · 3 yrs 2 mos
Bb&t Securities, LLC
December 2017 - February 2021 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - December 2017 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - December 2017 · 8 yrs 3 mos
Banc of America Investment Services, INC.Broker
March 2008 - March 2009 · 1 yr
Wachovia Securities, LLCBroker
October 2004 - February 2008 · 3 yrs 4 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.