Michael Garner (CRD# 4936494) is an Investment Advisor Representative working at Mfa Wealth Services in Thousand Oaks, CA and has over 18 years of experience in the finance industry. Michael Garner 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# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Michael E. Garner | Thousand Oaks, CA | Sep 2021 - Current | 2 |
| Mfa Wealth Services, Inc. | Thousand Oaks, CA | Nov 2014 - Current | 9 |
| United Planners' Financial Services | Scottsdale, AZ | Oct 2013 - Current | 10 |
| Michael E. Garner | Thousand Oaks, CA | Oct 2013 - Current | 10 |
| Cornerstone Law Center, Inc. | Thousand Oaks, CA | May 2005 - Current | 18 |
| Mfa Wealth Services | Thosuand Oaks, CA | May 2014 - Feb 2023 | 8 |
| Meador & Associates | Thousand Oaks, CA | May 2014 - Jan 2019 | 4 |
| Meador And Associates | Thousand Oaks, CA | May 2014 - Dec 2018 | 4 |
| Meador & Associates | Thosuand Oaks, CA | May 2014 - Dec 2018 | 4 |
| Mge Advisory, Inc. | Thousand Oaks, CA | Jul 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- AZ
- CA
- CO
- FL
- ID
- IN
- NV
- NJ
- NM
- NC
- OK
- OR
- PA
- TX
- VA
- WA
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Total Assets Under Management224MILLIONS
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Total Number of Accounts613ACCOUNTS
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Average Account Value$365,587
- 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
AZ, CA, CO, FL, ID, IN, NC, NJ, NM, NV, OK, OR, PA, TN, TX, VA, WA
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