Michael Robert Belgard
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Belgard
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
Years of Experience
21 years in the financial services industry
Current & Past Employments
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
Current Firm
ALIGNED ADVISORS | UBUNTU MANAGEMENT | T.B.B DENTAL SERVICES | MOFFAT FINANCIAL AND INSURANCE SERVICES | DSO CFO | ALIGNED ADVISORS, LLC
Contact Information
Main Address
1696 Ord Way, Oceanside, CA 92056Phone Number
(858) 752-7179# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
76AUM (Assets Under Management)
$28,976,557Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
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.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2005About the Series 6 examSimilar Advisors
SCHWAB WEALTH ADVISORY, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Robert Belgard's CRS (Customer Relationship Summary).
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
