Michael Hyat (CRD# 1774463) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 34 years of experience in the finance industry. Michael Hyat 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# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group, LLC | San Diego, CA | Aug 2004 - Current | 19 |
| Independent Financial Group, Inc. | San Diego, CA | Aug 2004 - Current | 19 |
| Hyat Financial Services | San Diego, CA | Jan 1989 - Jan 2020 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
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