Michael Willard (CRD# 5169910) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors LLC | Scottsdale, AZ | Sep 2020 - Current | 3 |
| Alloy Wealth Holdings, Llc Dba Alloy Investment Management | Charlotte, NC | Jul 2020 - Current | 3 |
| Alloy Wealth Management, Inc. | Charlotte, NC | Jul 2020 - Current | 3 |
| Formulafolio Investments, LLC | Grand Rapids, MI | Jul 2020 - Dec 2021 | 1 |
| Edward Jones | St Louis, MO | Oct 2017 - Jul 2020 | 2 |
| Movement Mortgage, LLC | Indian Land, SC | Mar 2017 - Oct 2017 | < 1 |
| Wyndham Capital Mortgage | Charlotte, NC | Aug 2014 - Feb 2017 | 2 |
| Self Employed | Indian Land, SC | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
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