Michael BaerCRD Number: 6674368
Current Firm: Curran Financial Partners, LLC
Michael Baer (CRD# 6674368) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 5 years of experience in the finance industry.
Truist Advisory Services, Inc.
Lpl Financial LLC
State Farm Investment Management Corp.
|Curran Financial Partners, LLC||Charleston, SC||Jan 2018 - Current||3|
|Pruco Securities LLC||Mount Pleasant, SC||Sep 2017 - Jan 2018||< 1|
|The Prudential Insurance Company Of America||Mount Pleasant, SC||Sep 2017 - Jan 2018||< 1|
|W&s Brokerage Services||Cincinnati, OH||Oct 2016 - Sep 2017||< 1|
|Western Southern Life||Daniel Island, SC||Apr 2016 - Sep 2017||1|
|Td Bank||Charleston, SC||Aug 2015 - Apr 2016||< 1|
|Td Bank||Frazer, PA||Nov 2014 - Aug 2015||< 1|
|Td Bank||Lansdale, PA||Jul 2013 - Nov 2014||1|
|Unemployed||Not Provided, PA||Oct 2012 - Jul 2013||< 1|
|Geek Squad||Montgomeryville, PA||Feb 2012 - Oct 2012||< 1|
|Best Buy||Montgomeryville, PA||Jul 2009 - Feb 2012||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2018|
|S63||Uniform Securities State Law Examination||Nov 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management168MILLIONS
Total Number of Accounts1,480ACCOUNTS
Average Account Value$113,239
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, NC, SC, TX, UT
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