Michael Riskin, financial advisor Lakeland FL

Michael Riskin

CRD Number: 5762338
Current Firm: Cps Investment Advisors

Michael Riskin (CRD# 5762338) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has 1 year of experience in the finance industry. Michael Riskin 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.

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Professional Designations
Company Name Location Dates Years
Cps Group Cpa's, Pa Lakeland, FL Feb 2009 - Current 15

Michael Riskin has no recent exams reported.
Contact Info for Michael A. Riskin
Phone Number: 863-688-1725
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,988
    MILLIONS
  • Total Number of Accounts
    7,080
    ACCOUNTS
  • Average Account Value
    $280,822
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MD, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA

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