MB
CFP
MB
CFP

Michael Bechard

9 Years of Experience
Charlotte, NC
Broker

Michael Bechard is a CFP-designated registered investment advisor, based in Charlotte, NC, with 9 years of industry experience.

Location

1030 Admiral Nelson Ct, Charlotte, NC, 28262

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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 Activities

Michael is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This appears to be his primary employment.

Employment History
Current Registrations
Vanguard Marketing CorporationBroker
May 2022 - Present · 4 yrs 2 mos
Vanguard Advisers, INC.
May 2022 - Present · 4 yrs 2 mos
Vanguard Marketing Corporation
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
May 2019 - April 2022 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
November 2016 - April 2022 · 5 yrs 5 mos
State Registrations4 states
NCRISCTX
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.
Michael Bechard - Financial Advisor | TrueAdvisor