Michael Ervin, financial advisor Mount Pleasant MI

Michael Ervin

CRD Number: 2307004
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Ervin (CRD# 2307004) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Pleasant, MI and has over 28 years of experience in the finance industry.

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Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2017 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Dec 2017 - Current 6
Sii Investments, Inc. Mt. Pleasant, MI Jun 2001 - Nov 2017 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination Jan 2001
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Michael L. Ervin
Phone Number: 641-472-5100
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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