Michael P Cutbirth
CFP®, ChFC®, CLU®Professional Summary
Michael P Cutbirth, CFP®, ChFC®, CLU®, who also goes by Michael Paul Cutbirth, Mike Cutbirth, is a registered financial advisor currently at WALTER J. REYNA, INC. located in Mcallen, Texas and RCPLANNERS located in Bryan, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Paul Cutbirth, Mike Cutbirth
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Videos & Posts
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LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
RCPLANNERS | RETIREMENT CAPITAL PLANNERS, LLC
Contact Information
Main Address
Midlothian, VAMailing Address
4860 Cox Road Suite 200, Glen Allen, VA 23060Phone Number
(804) 372-7337# of Employees
4SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
426AUM (Assets Under Management)
$112,101,511Similar Advisors
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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.
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Primary Firm SEC Registration
RCPLANNERS | RETIREMENT CAPITAL PLANNERS, LLC
State Registrations and Notice Filings
(11/1/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael P Cutbirth's CRS (Customer Relationship Summary).
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LPL FINANCIAL LLC
