Michael
Caffey
Family Dynasty Advisors LLC
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About this Advisor
Michael Caffey is a financial advisor operating in Lubbock, Texas who has 5 years of industry experience. Caffey is on the advisory team at Family Dynasty Advisors LLC. Throughout their career, they have worked at Family Dynasty Advisors LLC and Plainscapital Bank Wealth Management. Caffey holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Family Dynasty Advisors LLC is a firm that has its headquarters in Lubbock, TX. It manages $40 million in total assets across its 76 client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 76 client accounts, 29% are associated with high-net-worth individuals who have at least $1 million in investable assets. Family Dynasty Advisors LLC offers a set of services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial management usually depend on which services the firm provides the client. Fee types billed by Family Dynasty Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Dynasty Advisors LLC Brokerage Details
$40,105,538
5
76
$527,704
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Michael Caffey Work History
Michael has been registered as a financial advisor for 5 years.*
Family Dynasty Advisors LLC
Plainscapital Bank Wealth Management
*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 Caffey 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 Family Dynasty Advisors LLC
Lubbock, TX
Lubbock, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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