Michael Dayoub (CRD# 5561334) is an Investment Advisor Representative working at Alpha Financial Management, Inc. in Savannah, GA and has over 15 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Union Hill Financial Planning, LLC | Milton, GA | Jun 2008 - Current | 15 |
Exact Products, Inc. | Alpharetta, GA | Aug 2003 - Current | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- GA
- SC
- TX
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts357ACCOUNTS
-
Average Account Value$224,995
- 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
GA, SC, TX
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