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JM

Joseph W. Macmichael

Some features on this profile are disabled
CRD#: 316349
JM

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.

Joseph William Macmichael JR, who also goes by Joseph William Jr Macmichael, was a registered financial advisor .

Joseph is a previously registered financial advisor and started their career in finance in 1970. Joseph had worked at 9 firms and has passed the Series 65, Series 63, Series 1, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Joseph William Jr Macmichael

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

September 18, 2002 - February 26, 2005

MASTERS LEGACY PLANNING, INC.

RIA
CRD#: 120905
SOMERS POINT, NJ
Past

July 28, 1998 - December 31, 2005

SII INVESTMENTS, INC.

BD
CRD#: 2225
ROSEMONT, PA
Past

January 20, 1997 - December 31, 1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

November 19, 1989 - September 30, 1998

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

December 10, 1980 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 13, 1974 - November 29, 1980

ILG SECURITIES CORPORATION

BD
CRD#: 422
Past

November 14, 1972 - March 5, 1979

INDEPENDENT FINANCIAL PLANNERS CORPORATION

BD
CRD#: 653
Past

July 23, 1971 - September 18, 1972

FML FUNDS DISTRIBUTION COMPANY

BD
CRD#: 1777
Past

September 25, 1970 - May 27, 1976

INTERAMERICA INVESTORS SERVICES, INC.

BD
CRD#: 4389

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: 9/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/12/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 11/27/1967
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 4/21/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/12/1983
General Securities Principal Examination

Current Firm

ML
MASTERS LEGACY PLANNING, INC.
MASTERS LEGACY PLANNING, INC.

CRD#: 120905 / SEC#: 801-62822

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Contact information

Main Address
650 New Road, Suite B, Linwood, NJ 08221
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

MASTERS LEGACY PLANNING, INC.

CRD#: 120905

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