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Michael Bina

ALTRUIST FINANCIAL

Prosper, TX

·CRD# 5635710·17 years experience

Professional Summary

Michael Bina, who also goes by Michael Thomas Bina, Michael Bina, is a registered financial advisor currently at ALTRUIST FINANCIAL LLC located in Prosper, Texas. Michael is registered as a RR (Registered Representative) and started their career in finance in 2009. Michael has worked at 5 firms and has passed the Series 63, Series 66, Series 99TO, Series 52TO, Series 57TO, SIE, Series 7, Series 4 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Thomas Bina, Michael Bina

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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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.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

ALTRUIST FINANCIAL LLC·CRD# 299274

BD

Prosper, TX

July 17, 2025 - Present

LPL FINANCIAL LLC·CRD# 6413

BD

San Diego, CA

December 4, 2020 - July 17, 2025

TD AMERITRADE CLEARING, INC.·CRD# 5633

BD

Omaha, NE

December 20, 2017 - November 13, 2020

TD AMERITRADE, INC.·CRD# 7870

BD

San Diego, CA

June 21, 2011 - November 13, 2020

EDWARD JONES·CRD# 250

RIA

Oceanside, CA

April 8, 2009 - May 26, 2009

EDWARD JONES·CRD# 250

BD

Oceanside, CA

March 17, 2009 - May 26, 2009

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Current Firm

AF

ALTRUIST FINANCIAL LLC

ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: 8-70244

BD

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

300 S. Pearl Expressway Suite 250, Dallas, TX 75201

Mailing Address

300 S. Pearl Expressway Suite 250, Dallas, TX 75201

Phone Number

(888) 510-4660

Established

Delaware since 10/08/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ALTRUIST CORP	MEMBER	—
BAHADORI, MAZI [NMN]	CEO AND CCO	5749453
BRASIL DE OLIVEIRA, LUIS FERNANDO	PRINCIPAL OPERATIONS OFFICER	5652832
GIRALDO, ANDRES MAURICIO	FINOP	7097178
MENNOW, ROBERT ALLISON	HEAD OF ADVISOR OPERATIONS	3070390
WARNER, WESLEY DEE	SENIOR DIRECTOR OF ADVISOR OPERATIONS	5584384

Disclosures

Regulatory Event

1

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(7/17/2025)

RR

Alaska
(7/17/2025)

RR

Arizona
(7/17/2025)

RR

Arkansas
(7/17/2025)

RR

California
(7/17/2025)

RR

Colorado
(7/17/2025)

RR

Connecticut
(7/17/2025)

RR

Delaware
(7/17/2025)

RR

District of Columbia
(7/17/2025)

RR

Florida
(7/17/2025)

RR

Georgia
(7/17/2025)

RR

Hawaii
(7/17/2025)

RR

Idaho
(7/17/2025)

RR

Illinois
(7/17/2025)

RR

Indiana
(7/17/2025)

RR

Iowa
(7/17/2025)

RR

Kansas
(7/17/2025)

RR

Kentucky
(7/17/2025)

RR

Louisiana
(7/17/2025)

RR

Maine
(7/17/2025)

RR

Maryland
(7/17/2025)

RR

Massachusetts
(7/17/2025)

RR

Michigan
(7/17/2025)

RR

Minnesota
(7/17/2025)

RR

Mississippi
(7/17/2025)

RR

Missouri
(7/17/2025)

RR

Montana
(7/17/2025)

RR

Nebraska
(7/17/2025)

RR

Nevada
(7/17/2025)

RR

New Hampshire
(7/17/2025)

RR

New Jersey
(7/17/2025)

RR

New Mexico
(7/17/2025)

RR

New York
(7/17/2025)

RR

North Carolina
(7/18/2025)

RR

North Dakota
(7/17/2025)

RR

Ohio
(7/21/2025)

RR

Oklahoma
(7/17/2025)

RR

Oregon
(7/17/2025)

RR

Pennsylvania
(7/17/2025)

RR

Puerto Rico
(7/17/2025)

RR

Rhode Island
(7/17/2025)

RR

South Carolina
(7/17/2025)

RR

South Dakota
(7/17/2025)

RR

Tennessee
(7/17/2025)

RR

Texas
(7/17/2025)

RR

Utah
(7/17/2025)

RR

Vermont
(7/17/2025)

RR

Virgin Islands
(7/17/2025)

RR

Virginia
(7/17/2025)

RR

Washington
(7/17/2025)

RR

West Virginia
(7/17/2025)

RR

Wisconsin
(7/17/2025)

RR

Wyoming
(7/17/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2011About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Mar 2009About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Oct 2025About the Series 99TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Oct 2025About the Series 52TO exam

Series 57TO — Securities Trader Exam

Passed Jun 2023About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2011About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Jun 2013About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Jan 2013About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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MB

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