Michael Telford, financial advisor Charlotte NC

Michael Telford

CRD Number: 6267736
Current Firm: Brio Financial Group

Michael Telford (CRD# 6267736) is an Investment Advisor Representative working at Brio Financial Group in Charlotte, NC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Brio Financial Group San Francisco, CA Aug 2020 - Current 1
Ernst & Young Charlotte, NC May 2019 - Aug 2020 1
Brio Financial Group San Francisco, CA Oct 2017 - Apr 2019 1
Ameriprise Financial Services, Inc. San Francisco, CA Mar 2017 - Oct 2017 < 1
The Vanguard Group, Inc. Charlotte, NC Jun 2015 - Feb 2017 1
North Carolina State University Raleigh, NC Aug 2011 - May 2015 3
Ameriprise Financial - Benson Llc3 Raleigh, NC Oct 2013 - Apr 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Michael S. Telford
Phone Number: 415-623-2450
Registered State(s):
  • CA
  • NC
By the Numbers
  • Total Assets Under Management
    473
    MILLIONS
  • Total Number of Accounts
    619
    ACCOUNTS
  • Average Account Value
    $763,900
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, NC, NY, OR, TX, WA

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