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IM

Irby R. Mcmichael

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CRD#: 5983123
IM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Irby Russell Mcmichael, who also goes by Irby K Russell, Irby R Tussing, was a registered financial professional .

Irby is a previously registered financial professional and started their career in finance in 2011. Irby had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Irby K Russell | Irby R Tussing

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 1, 2011 - March 11, 2013

VERITAS WEALTH ADVISORS

RIA
CRD#: 149762
RENO, NV

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/15/2007
Uniform Investment Adviser Law Examination

Current Firm


VW
VERITAS WEALTH ADVISORS
ASSET FORTRESS ADVISORS | VERITAS WEALTH ADVISORS, L.L.C. | VERITAS WEALTH ADVISORS | VERITAS RETIREMENT GROUP | RICHTER FINANCIAL, INC. | DYNAMIC INCOME ADVISORY SERVICES | ASSET FORTRESS ADVISORS, L.L.C.

CRD#: 149762 / SEC#:

California
Registered Investment Advisory firm - (4/10/2019 Terminated)
Nevada
Registered Investment Advisory firm - (5/8/2009 Approved)
Texas
Registered Investment Advisory firm - (12/3/2015 Terminated)
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Contact information


Main Address
140 West Huffaker Lane Ste 510, Reno, NV 89511
Mailing Address
Phone number
(775) 324-7878
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts310
AUM (Assets Under Management)$ 73,832,575

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.

Company Information


VERITAS WEALTH ADVISORS

CRD#: 149762

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