Michael Brin (CRD# 4689727) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fort Lauderdale, FL and has over 19 years of experience in the finance industry. Michael Brin 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# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Fort Lauderdale, FL | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Feb 2021 | 3 |
| Bb&t Bank | Fort Lauderdale, FL | Apr 2013 - Feb 2021 | 7 |
| Bbtis | Charlotte, NC | Dec 2012 - Feb 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- FL
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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