Michael Caffey, financial advisor Lubbock TX

Michael Caffey

CRD Number: 2964656
Current Firm: Family Dynasty Advisors LLC

Michael Caffey (CRD# 2964656) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Family Dynasty Advisors LLC Lubbock, TX Mar 2018 - Current 3
Plainscapital Bank Wealth Management Lubbock, TX Mar 2009 - Jun 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Michael D. Caffey
Phone Number: 806-993-7023
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $664,011
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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