Michael Ferrin, financial advisor Clemmons NC

Michael Ferrin

CRD Number: 1774934
Current Firm: Compass Financial Management LLC

Michael Ferrin (CRD# 1774934) is an Investment Advisor Representative working at Compass Financial Management LLC in Clemmons, NC and has over 15 years of experience in the finance industry.

Similar Advisors
James Abernethy, financial advisor Clemmons NC
James E. Abernethy
CRD# 1821508
Ubs Financial Services Inc.
Similar Advisors
Paul Adkins, financial advisor Clemmons NC
Paul D. Adkins
CRD# 6683568
Principal Securities, Inc.
Similar Advisors
Beth Agnello, financial advisor Clemmons NC
Beth A. Agnello
CRD# 1868078
Cgn Advisors, LLC
Company Name Location Dates Years
Compass Financial Management Clemmons, NC Jun 2023 - Current < 1
Kovack Advisors, Inc. Ft. Laud., FL May 2008 - Jun 2023 15
Kovack Securities, Inc. Pompano Beach, FL Oct 2001 - Jun 2023 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Michael C. Ferrin
Phone Number: 813-831-5168
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    409
    MILLIONS
  • Total Number of Accounts
    1,131
    ACCOUNTS
  • Average Account Value
    $361,944
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CO, CT, FL, IL, LA, MA, MN, NC, NH, NJ, NY, OH, PR, SC, TN, TX, WY

Ready to hire a financial advisor? Get competitive proposals from Michael Ferrin and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.