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Michael Bird

19 Years of Experience
Fort Mills, SC
1 DisclosureBroker

Michael Bird is a registered investment advisor, based in Fort Mills, SC, with 19 years of industry experience.

Location

Fort Mills, SC

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History

Regulatory History (1)
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Customer Dispute
November 2025
Pending
Other Business Activities

Michael is an advisory representative of an RIA since July 2024, spending full-time hours on this, with a significant portion dedicated to trading. He will also be the President of Everest Retirement starting in February 2025, spending full-time hours on this as well, with a significant portion dedicated to trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
July 2024 - Present · 2 yrs
Previous Registrations
Principal Securities, INC.
May 2008 - July 2024 · 16 yrs 2 mos
Principal Securities, INC.Broker
May 2008 - July 2024 · 16 yrs 2 mos
Edward Jones
January 2007 - March 2008 · 1 yr 2 mos
Edward JonesBroker
April 2006 - March 2008 · 1 yr 11 mos
State Registrations10 states
FLGAMDNCNHNYPASCTXWI
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.