Michael Bree (CRD# 2061318) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in West Chester, PA and has over 33 years of experience in the finance industry. Michael Bree 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# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Siegfried Advisory | Wilmington, DE | Jan 2024 - Current | < 1 |
Penn Mutual Life Insurance Company | Horsham, PA | Dec 2011 - Current | 12 |
Hornor Townsend & Kent Inc. | Horsham, PA | Dec 2011 - Current | 12 |
Pillar Wealth Advisors, LLC | Conshohocken, PA | Dec 2011 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1990 |
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- DE
- PA
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Total Assets Under Management249MILLIONS
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Total Number of Accounts738ACCOUNTS
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Average Account Value$337,503
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, DE, FL, MD, NJ, PA
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