MD
Michael B. Doyle
LEGACY HARBOR
Plano, TX 75093
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CRD#: 4494573
MD
Professional summary
Michael Barry Doyle, CFA is a registered financial advisor currently at LEGACY HARBOR located in Plano, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
(1) MICHAEL B. DOYLE IS THE OWNER OF MICHAEL B DOYLE, PC, WHICH PROVIDES ACCOUNTING, TAX AND CPA SERVICES
(2) MICHAEL B. DOYLE IS THE OWNER OF LAW OFFICES OF MICHAEL DOYLE, PLLC, WHICH PROVIDES ATTORNEY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Barry Doyle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 30, 2004 - Present
LEGACY HARBOR
Office #1: 6417 Berwyn Drive, Plano, TX 75093RIA
CRD#: 118187
Plano, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/30/2004)
Exams
Current Firm
LH
LEGACY HARBOR
LEGACY HARBOR
CRD#: 118187 / SEC#:
Texas
Registered Investment Advisory firm - (6/30/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6417 Berwyn Drive, Plano, TX 75093
Mailing Address
Phone number
(972) 608-1040
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 7,514,414 |
Red Flags
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Company Information
LEGACY HARBOR
CRD#: 118187Plano, TX 75093TRUST BUT VERIFY
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