Michael Anthony Vidal
CFP®Professional Summary
Michael Anthony Vidal, CFP®, who also goes by Michael Anthony VIdal None, Mike Anthony Vidal, Mike Vidal, is a registered financial advisor currently at SELECT INVESTMENT SERVICES located in Santa Barbara, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Anthony Vidal None, Mike Anthony Vidal, Mike Vidal
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CURTIS ADVISORY GROUP, LLC
Videos & Posts
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CURTIS ADVISORY GROUP, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CURTIS ADVISORY GROUP, LLC
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Disclosures on record.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
MICHAEL VIDAL DBA SELECT INVESTMENT SERVICES | VIDAL, MICHAEL ANTHONY DBA SELECT INVESTMENT SERVICES | VIDAL, MICHAEL | SELECT INVESTMENT SERVICES
Contact Information
Main Address
15 W Carrillo St, Santa Barbara, CA 93101Phone Number
(805) 698-0360# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$538,605Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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CURTIS ADVISORY GROUP, LLC
State Registrations and Notice Filings
(9/25/2024)
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.
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CURTIS ADVISORY GROUP, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Anthony Vidal's CRS (Customer Relationship Summary).
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CURTIS ADVISORY GROUP, LLC
