Michael Honea (CRD# 6444865) is an Investment Advisor Representative working at Cary Financial Planning, LLC in Cary, NC and has over 9 years of experience in the finance industry. Michael Honea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cary Financial Planning, LLC | Cary, NC | Mar 2023 - Current | 1 |
| Members Trust Company | Tampa, FL | Aug 2016 - Mar 2023 | 6 |
| Credit Union Investment Services | Raleigh, NC | Mar 2015 - Mar 2023 | 8 |
| Secu Brokerage Services | Raleigh, NC | Jan 2015 - Mar 2023 | 8 |
| Secu Life Insurance Company | Raleigh, NC | Jan 2015 - Mar 2023 | 8 |
| State Employees' Credit Union | Raleigh, NC | Sep 2010 - Mar 2023 | 12 |
| Sunrise Landscaping | Raleigh, NC | Jan 2010 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- NC
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Total Assets Under Management4MILLIONS
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Total Number of Accounts15ACCOUNTS
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Average Account Value$286,173
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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