Michael
Allred
Facet
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About this Advisor
Michael Allred is a certified financial planner who works in Brooklyn, New York with a total of 1 year of industry experience. Allred is an advisor for Facet. The advisor has gained experience at Allred Jackson Pc, Royal Alliance, Isgam Ag, Hamilton Wealth Management, Avantax Investment Services, Utah State University, Alarm Protection, Integrated Financial Planning Center and Facet Wealth, Inc. Allred holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Facet is an advisory firm that has its headquarters in Baltimore, MD. It has $2 billion in total assets among its 18,571 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 18,571 accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually depend on the financial services provided. Fee types charged by Facet typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$1,654,740,781
275
18,571
$89,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Allred Work History
Michael has been registered as a financial advisor for 1 years.*
Facet Wealth, Inc
Facet Wealth, Inc
Hamilton Wealth Management
Avantax Investment Services
Isgam Ag
Royal Alliance
Integrated Financial Planning Center
Allred Jackson Pc
Alarm Protection
Utah State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Allred 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 Facet
Baltimore, MD
Baltimore, MD
Lafayette, CO
Baltimore, MD
Wrightsville Beach, NC
Baltimore, MD
Baltimore, MD
Baltimore, MD
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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.
