Michael Brennan (CRD# 6135449) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 10 years of experience in the finance industry. Michael Brennan 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# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance | West Chester, PA | Nov 2012 - Current | 11 |
| Key Financial, Inc. | West Chester, PA | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
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- PA
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Total Assets Under Management2,166MILLIONS
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Total Number of Accounts4,427ACCOUNTS
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Average Account Value$489,314
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA
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