Michael Dillon (CRD# 4741360) is an Investment Advisor Representative working at Second Look Financial, LLC in Phoenix, AZ and has over 20 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Second Look Financial, LLC | Phoenix, AZ | Feb 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- AZ
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$47,857
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ
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