Michael
Traynor
Financial Coach
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About this Advisor
Michael Traynor is a financial advisor based in West Chester, Pennsylvania, working with Financial Coach. Michael has previously held positions at Fc Advisory, LLC and Lpl Financial, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Financial Coach, which operates out of West Chester, Pennsylvania. The firm has 7 employees and manages assets totaling $300.8 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Financial Coach includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Coach Brokerage Details
$300,771,728
7
653
$460,600
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Traynor Work History
Fc Advisory, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Michael Traynor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Coach
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
