Michael Egan (CRD# 2124653) is an Investment Advisor Representative working at First Trust Investment Solutions LP in Naples, FL and has over 33 years of experience in the finance industry. Michael Egan 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# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Gyroscope Capital Management | Naples, FL | Jan 2020 - Current | 4 |
Moors & Cabot, Inc. | Naples, FL | Dec 2005 - Dec 2019 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1991 |
S65 | NASAA Investment Advisors Law Examination | Oct 1994 |
- FL
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Total Assets Under Management518MILLIONS
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Total Number of Accounts800ACCOUNTS
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Average Account Value$647,659
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY
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