Michael R. Belgard

ALIGNED ADVISORS

Oceanside, CA 92056

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CRD#: 4932357

Professional summary

Michael Robert Belgard, who also goes by Michael Belgard, is a registered financial advisor currently at ALIGNED ADVISORS located in Oceanside, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Belgard

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.

I direct plays for a small community theater companies, the compensation for these services is less than $2500 per year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Belgard'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®

None

Experience

Current

October 2, 2024 - Present

ALIGNED ADVISORS

Office #1: 1696 Ord Way, Oceanside, CA 92056

RIA

CRD#: 173796

Oceanside, CA

Past

May 9, 2005 - February 14, 2014

WADDELL & REED

RIA

CRD#: 866

IDAHO FALLS, ID

Past

April 25, 2005 - February 14, 2014

WADDELL & REED

CRD#: 866

IDAHO FALLS, ID

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

Idaho
(10/2/2024)

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

State Security Law Exam

IAR

Series 65

Date: 5/1/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/23/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/23/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALIGNED ADVISORS

CRD#: 173796 / SEC#:

California

Registered Investment Advisory firm - (5/25/2022 Approved)

Idaho

Registered Investment Advisory firm - (4/4/2024 Approved)

Louisiana

Registered Investment Advisory firm - (5/6/2024 Approved)

Texas

Registered Investment Advisory firm - (4/12/2023 Conditional Restricted)

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Contact information

Main Address

1696 Ord Way, Oceanside, CA 92056

Mailing Address

Phone number

(858) 752-7179

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 22,250,619

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.

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Michael R. Belgard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Belgard's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALIGNED ADVISORS

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2025

Series 63

Date: 4/23/2005

Series 6

Date: 4/23/2005

Current Firm

ALIGNED ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALIGNED ADVISORS

TRUST BUT VERIFY

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