Michael Caffey (CRD# 2964656) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has over 26 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Dynasty Advisors LLC | Lubbock, TX | Mar 2018 - Current | 6 |
| 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 |
- TX
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts87ACCOUNTS
-
Average Account Value$487,479
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
TX
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