Michael Carignan (CRD# 5145827) is an Investment Advisor Representative working at Mariner Wealth in Atlanta, GA and has over 17 years of experience in the finance industry. Michael Carignan 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# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Overland Park, KS | Sep 2023 - Current | < 1 |
| Avantax Advisory Services | St. Johns, FL | Jul 2022 - Sep 2023 | 1 |
| Avantax Investment Services, Inc. | St. Johns, FL | Sep 2020 - Sep 2023 | 3 |
| Avantax Planning Partners, Inc. | St. Johns, FL | Jun 2013 - Sep 2023 | 10 |
| Avantax Planning Partners, Inc. | St. Johns, FL | May 2013 - Sep 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
| S63 | Uniform Securities State Law Examination | Sep 2017 |
- GA
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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