Michelle Disney is a CFP-designated registered investment advisor, based in Durham, NC, with 18 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3917 University Drive, Suite 200, Durham, NC, 27707
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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.
Learn about disclosures →Employment History
Current Registrations
Aw Securities
June 2022 - Present · 4 yrs 4 mos
Allworth Financial, L.P.
June 2022 - Present · 4 yrs 4 mos
Aw SecuritiesBroker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Adams Chetwood Wealth Management LLC
June 2015 - July 2022 · 7 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
May 2015 - June 2022 · 7 yrs 1 mo
Wells Fargo Advisors, LLC
June 2008 - June 2015 · 7 yrs
Wells Fargo Advisors, LLCBroker
November 2007 - June 2015 · 7 yrs 7 mos
State Registrations1 state
NC
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.
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