Michael E. Bookhardt
Professional summary
Michael Edward Bookhardt, who also goes by Michael Bookhardt, is a registered financial advisor currently at AFFLUENCE ADVISORY LLC located in Mount Holly, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Edward Bookhardt's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2024 - Present
AFFLUENCE ADVISORY LLC
February 25, 2022 - June 3, 2022
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/29/2024)
Exams
Series 7TO
Date: 2/25/2022
General Securities Representative ExaminationCurrent Firm
AFFLUENCE ADVISORY LLC
CRD#: 328805 / SEC#:
Contact information
Red Flags
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