Michael Carey is a registered investment advisor at Futureplan Financial, based in Melbourne, FL, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
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Location
Melbourne, FL
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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.
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Current Registrations
Futureplan Financial
May 2023 - Present · 3 yrs
State Registrations1 state
FL
Advisor
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.