MB
Michael J. Barranco
INVISTA ADVISORS
Montgomery, AL 36117
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CRD#: 4825738
MB
Professional summary
Michael James Barranco is a registered financial advisor currently at INVISTA ADVISORS located in Montgomery, Alabama.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michael has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
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. MB Consulting, LLC - Owner - Accounting related services, located at 9902 Dogwood Ct. Montgomery, AL. 36117, approximately 8% of my time is spent on this activity, however less than 3% is conducted during business trading hours, and all time spent on this activity is at 9902 Dogwood court, or at the clients office. 2. Advanced Risk Management - See Brandt's explanation, less than 2% of my time is spent on this activity, co-owner. 3. Wind Drift HOA - 28760 Perdido Beach Blvd, Orange Beach, AL 36561 - I am a board member with no control over finances or investments. Approximately 2 hrs per month is spent on this activity, with virtually none spent during trading hours. 4. Wynlakes Golf & Country Club -7900 Wynlakes Boulevard Montgomery, AL 36117 - I am a board member with no control over finances or investments. Approximately 2 hrs per month is spent on this activity with none being during trading hours. 5. AICPA - 1211 Avenue of the Americas New York, NY 10036-8775 - Member. Zero time spent on this activity. I am merely a member in order to access their life insurance program for my family. 6. Insurance Agent - Not Investment Related - At Reported Business Location - Sales and Services of Insurance Products - Agent - Start Date: 06/01/2022 - Less than 5% of time.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 11, 2018 - Present
INVISTA ADVISORS
Office #1: 350 Leavell Circle, Montgomery, AL 36117RIA
CRD#: 282899
Montgomery, AL
Past
April 2, 2007 - December 17, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
MONTGOMERY, AL
Past
April 2, 2007 - December 17, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
MONTGOMERY, AL
Past
January 9, 2006 - April 5, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
MONTGOMERY, AL
Past
November 4, 2004 - April 5, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
MONTGOMERY, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INVISTA ADVISORS
INVISTA ADVISORS | MCDONALD FINANCIAL SERVICES, LLC | MCDONALD & HAGEN WEALTH MANAGEMENT
CRD#: 282899 / SEC#: 801-107431
RIA
Registered Investment Advisory firm - (3/18/2016 Approved)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
Alabama(10/11/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
INVISTA ADVISORS
INVISTA ADVISORS | MCDONALD FINANCIAL SERVICES, LLC | MCDONALD & HAGEN WEALTH MANAGEMENT
CRD#: 282899 / SEC#: 801-107431
RIA
Registered Investment Advisory firm - (3/18/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
350 Leavell Circle, Montgomery, AL 36117
Mailing Address
Phone number
(334) 387-0094
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 713 |
| AUM (Assets Under Management) | $ 580,106,131 |
Red Flags
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Company Information
INVISTA ADVISORS
CRD#: 282899Montgomery, AL 36117TRUST BUT VERIFY
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