Michael Bird, financial advisor Sun City AZ

Michael Bird

CRD Number: 5705865
Current Firm: Triton Wealth Management, Pllc

Michael Bird (CRD# 5705865) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Triton Wealth Management, Pllc Sun City, AZ Nov 2018 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2016 - Current 3
Mcb Financial Sun City, AZ Feb 2013 - Current 7
Kingsview Asset Management Sun City, AZ Oct 2016 - Dec 2018 2
Priamary Az Financial Sun City, AZ Jan 2014 - Oct 2016 2
Raymond James Financial Services Advisors Inc. Sun City, AZ Nov 2011 - Oct 2016 4
Raymond James Financial Services Sun City, AZ Oct 2011 - Oct 2016 5
Prudential Insurance Sun City, AZ Dec 2014 - Jan 2016 1
Edward Jones Sun City, AZ Sep 2010 - Oct 2011 1
Edward Jones Glendale, AZ Jan 2010 - Jan 2011 1
Edward Jones Peoria, AZ Aug 2009 - Jan 2010 < 1
Palm Harbor Homes Tempe, AZ Jun 1997 - Aug 2009 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Michael C. Bird
Phone Number: (623) 332-1266
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    974
    ACCOUNTS
  • Average Account Value
    $174,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, MI, MN, MO, NE, NM, OH, TX, UT, WA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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