Michelle Anthony
CRD Number: 4512228Current Firm: Centaurus Financial, Inc.
Compensation Model: Both
With over 26 years of experience in the financial industry, Michelle is an Accredited Investment Fiduciary (AIF®) and Financial Advisor who has worked with top Fortune 500 firms. She is the owner of Modern Wealth Management and Modern 401(k), specializing in comprehensive holistic financial planning. Michelle takes the time to listen to her clients' needs and offers an educational feature to help them make informed decisions.
Beyond her professional experience, Michelle has a passion for financial literacy. Over the past decade, she has empowered countless individuals to take control of their financial future through her adult education classes.
Michelle attended University of Arizona, Eller College of Management where she earned her Master of Science in finance and Bachelor of Science in finance.
Modern Wealth Management
1640 E. River Road, Suite 208
Tucson, AZ 85718
(520) 298-1900
www.modernwealthmanagement.com
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial Inc. | Anaheim, CA | Aug 2014 - Current | 9 |
| Diaper Bank Of Southern Arizona | Tucson, AZ | Jan 2010 - Current | 14 |
| Wells Fargo Advisors LLC | Tucson, AZ | Jan 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
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.
Get Details on the FINRA Advisor Check site- AZ
- CA
- CO
- LA
- MA
- NE
- NM
- NC
- OH
- TX
- UT
- VA
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Total Assets Under Management5,212MILLIONS
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Total Number of Accounts30,814ACCOUNTS
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Average Account Value$169,144
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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, WY
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