Michael Guy, financial advisor California MD
93 score

Michael Guy

CRD Number: 1916217
Current Firm: Nfp Advisor Services, LLC

Michael Guy (CRD# 1916217) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in California, MD and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Michael A. Guy,cpa,pa California, MD Oct 1985 - Current 31
Nfp Securities Inc. California, MD Jan 2010 - Apr 2016 6
Medallion Advisory Services, LLC Severna Park, MD Jan 1999 - Dec 2009 10
Medallion Investment Services, Inc. Severna Park, MD Jan 1999 - Dec 2009 10
Medallion Insurance Services, LLC Severna Park, MD Jan 1999 - Dec 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Michael A. Guy
Phone Number: 512-697-6000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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