Michael Fine, financial advisor Simi Valley CA
90 score

Michael Fine

CRD Number: 6183402
Current Firm: Monarch Plan Advisors

Michael Fine (CRD# 6183402) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2014 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Aug 2014 - Current 3
Monarch Corpporate Advisors Westlake Village, CA Nov 2013 - Current 4
Financial Telesis Inc. San Rafael, CA May 2013 - Aug 2014 1
401k Advisors Woodland Hills, CA Apr 2013 - Nov 2013 < 1
Peter C. Foy & Associates Woodland Hills, CA Jun 2010 - Mar 2013 2
Skyline Home Loans Calabasas, CA Sep 2009 - Jun 2010 < 1
Rancho Simi Recreation And Park District Simi Valley, CA Jun 2006 - Aug 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Michael Fine
Phone Number: 818-444-0376
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $18,238,564
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

CA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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