Michael Laliberte (CRD# 2037749) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Bedford, MA and has over 34 years of experience in the finance industry.
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc, | Fairfield, IA | Sep 2016 - Current | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2016 - Current | 7 |
| Metlife Securities, Inc. | New York, NY | Feb 2015 - Sep 2016 | 1 |
| Bank Of America | Somerset, MA | Aug 2014 - Feb 2015 | < 1 |
| Us Army | Washington, DC | Jul 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1990 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- FL
- IL
- MA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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