Michael Fine, financial advisor Simi Valley CA
89 score

Michael Fine

CRD Number: 6183402
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Fine (CRD# 6183402) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Simi Valley, CA and has over 3 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 2
Cambridge Investment Research, Inc. Fairfield, IA Aug 2014 - Current 2
Monarch Corpporate Advisors Westlake Village, CA Nov 2013 - Current 3
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: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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