Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry. Michael Begin 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.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4288358
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Lifestyle Freedom Advisory Group, LLC | Bradenton, FL | Apr 2016 - Current | 8 |
Lifestyle Freedom Group, Llc Dba Family Office Division | Bradenton, FL | Mar 2016 - Current | 8 |
Lifestyle Freedom Safe Harbor, LLC | Bradenton, FL | Mar 2016 - Current | 8 |
M Begin Inc. | Mystic, CT | Feb 2016 - Current | 8 |
Conanicut Marine Services | Jamestown, RI | Jun 2015 - Current | 8 |
Lifestyle Freedom, LLC | Mystic, CT | May 2011 - Current | 12 |
Retirement Wealth Advisors | Milford, CT | Oct 2014 - Dec 2016 | 2 |
Galahad Ltd | Essex, CT | Feb 2010 - Dec 2014 | 4 |
Research Financial Strategies, LLC | Rockville, MD | Jun 2013 - Oct 2014 | 1 |
Reutemann Financial Solutions, Inc. | Rockville, MD | Jun 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1993 |
S65 | NASAA Investment Advisors Law Examination | Oct 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- CT
- FL
- NY
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Total Assets Under Management113MILLIONS
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Total Number of Accounts317ACCOUNTS
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Average Account Value$357,827
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, NC, NY, SC, TX
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