Michael Silverberg, financial advisor Orange CA
96 score

Michael Silverberg

CRD Number: 1270574
Current Firm: Girard Securities, Inc.

Michael Silverberg (CRD# 1270574) is an Investment Advisor Representative working at Girard Securities, Inc. in Orange, CA and has over 25 years of experience in the finance industry. Michael Silverberg 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.

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Professional Designations
Company Name Location Dates Years
Girard Securities, Inc. San Diego, CA Sep 2006 - Current 10
Silverberg & Cook, Inc. Orange, CA Jun 2005 - Current 11
Investors Capital Lynnfield, MA Feb 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S66 NASAA Uniform Combined State Law Examination Jul 2003
Contact Info for Michael B. Silverberg
Phone Number: 858-622-2140
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    646
    MILLIONS
  • Total Number of Accounts
    3,210
    ACCOUNTS
  • Average Account Value
    $201,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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