MB
Michael B. Bader
SECURA FINANCIAL
Orange, CA 92868-2944
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CRD#: 5039985
MB
Professional summary
Michael Bruce Bader, who also goes by Michael B. Bader, Michael Bader, is a registered financial advisor currently at SECURA FINANCIAL located in Orange, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael B. Bader | Michael Bader
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.
MICHAEL BADER, JD, CPA; 180 S. PROSPECT AVE #250 TUSTIN CA 92780; CPA ACCOUNTING AND TAX; OWNER; 12/1984; 110 HOURS PER MONTH; OWNER-TAX AND ACCOUNTING SERVICES.
MY SENIOR CARE ADVISORS; 180 S. PROSPECT AVE #250 TUSTIN CA 92780; ADVISORY; OWNER; 01/2000; 25 HOURS PER MONTH; SENIOR ADVISORY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Bruce Bader'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®
NoneExperience
Current
June 29, 2012 - Present
SECURA FINANCIAL
Office #1: 333 City Boulevard West, Suite 2050, Orange, CA 92868-2944RIA
CRD#: 137324
Orange, CA
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".
SF
SECURA FINANCIAL
BARTH FINANCIAL ADVISORS, LLC | SECURA FINANCIAL, LLC | SECURA FINANCIAL | H.M. BARTH & COMPANY, LLC, FINANCIAL PLANNING & WEALTH MANAGEMENT | H.M. BARTH & COMPANY, LLC
CRD#: 137324 / SEC#: 801-113072
RIA
Registered Investment Advisory firm - (4/25/2018 Approved)Alaska
Registered Investment Advisory firm - (5/24/2018 Terminated)California
Registered Investment Advisory firm - (6/20/2018 Terminated)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
California(6/29/2012)
Exams
Current Firm
SF
SECURA FINANCIAL
BARTH FINANCIAL ADVISORS, LLC | SECURA FINANCIAL, LLC | SECURA FINANCIAL | H.M. BARTH & COMPANY, LLC, FINANCIAL PLANNING & WEALTH MANAGEMENT | H.M. BARTH & COMPANY, LLC
CRD#: 137324 / SEC#: 801-113072
RIA
Registered Investment Advisory firm - (4/25/2018 Approved)Alaska
Registered Investment Advisory firm - (5/24/2018 Terminated)California
Registered Investment Advisory firm - (6/20/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
333 City Boulevard West, Suite 2050, Orange, CA 92868-2944
Mailing Address
Phone number
(714) 704-6616
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,141 |
| AUM (Assets Under Management) | $ 261,784,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
