Michael
Finley
S&S Wealth Management
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About this Advisor
Michael Finley is a financial advisor working out of Grand Prairie, Texas who has 19 years of industry experience. Finley is currently employed by S&S Wealth Management. Finley has gained experience at Triad Advisors Inc and S & S Wealth Management. Finley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana and Texas. S&S Wealth Management is a registered investment company that has its headquarters in Grand Prairie, TX. It oversees $110 million in total assets between its 795 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 795 accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. S&S Wealth Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees depend on which service is provided. Fees billed by S&S Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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S&S Wealth Management Brokerage Details
$110,079,708
3
795
$138,465
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Michael Finley Work History
Michael has been registered as a financial advisor for 19 years.*
Triad Advisors Inc
S & S 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 Finley 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 S&S Wealth Management
Grand Prairie, TX
Grand Prairie, TX
Grand Prairie, TX
Grand Prairie, TX
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