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Michael L. Trier

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CRD#: 1628954
MT

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Lee Trier was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1987. Michael had worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 30, 2015 - December 31, 2019

CAPITAL FINANCIAL PARTNERS OF FLORIDA, LLC

RIA
CRD#: 173693
OVIEDO, FL
Past

April 14, 2005 - October 20, 2009

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
LONGWOOD, FL
Past

January 2, 2004 - April 12, 2005

ARCHER ALEXANDER SECURITIES CORPORATION

BD
CRD#: 41555
KANSAS CITY, MO
Past

April 22, 2003 - December 18, 2003

ARCHER ALEXANDER SECURITIES CORPORATION

BD
CRD#: 41555
KANSAS CITY, MO
Past

June 11, 2002 - April 21, 2003

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

January 22, 2002 - August 8, 2002

KOVACK SECURITIES INC.

BD
CRD#: 44848
FT. LAUDERDALE, FL
Past

October 12, 1994 - January 24, 2002

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

April 28, 1992 - October 20, 1994

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

November 9, 1990 - April 28, 1992

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

November 20, 1989 - December 8, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 19, 1989 - November 8, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

August 24, 1989 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

June 4, 1987 - June 6, 1989

UR FINANCIAL, INC.

BD
CRD#: 10509

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/23/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/17/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/8/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/3/1987
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CF
CAPITAL FINANCIAL PARTNERS OF FLORIDA, LLC
CAPITAL FINANCIAL PARTNERS | TRIER, MICHAEL L | CAPITAL FINANCIAL PARTNERS OF FLORIDA, LLC

CRD#: 173693 / SEC#:

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Contact information

Main Address
Oviedo, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAPITAL FINANCIAL PARTNERS OF FLORIDA, LLC

CRD#: 173693

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