Michael Hakimi (CRD# 6278743) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Mount Pleasant, SC and has over 10 years of experience in the finance industry. Michael Hakimi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | San Francisco, CA | Jun 2021 - Current | 2 |
| Black Dog Financial Planning LLC | Mount Pleasant, SC | Jan 2020 - Current | 4 |
| Compass Investment Advisors/lpl Financial, Llc/independent Advis | Summerville, SC | Aug 2018 - Jan 2020 | 1 |
| College For Financial Planning | Mount Pleasant, SC | Jun 2017 - Nov 2018 | 1 |
| Sherman Wealth Management, LLC | Mount Pleasant, SC | May 2018 - Jul 2018 | < 1 |
| Invesco | Downers Grove, IL | Dec 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- SC
-
Total Assets Under Management1MILLIONS
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Total Number of Accounts133ACCOUNTS
-
Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
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