Michael KayCRD Number: 1420183
Current Firm: Financial Life Focus, LLC
Compensation Model: Fee Only
Legacy Care Wealth, LLC
|Financial Life Focus, LLC||Livingston, NJ||Jun 2010 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management312MILLIONS
Total Number of Accounts567ACCOUNTS
Average Account Value$549,559
- 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
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, NJ, NY, PA, TX
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