Michael Black is a registered investment advisor at Brighton Securities CORP., based in Huntersville, NC, with 26 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,924 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brighton Securities manages investment accounts for a fee based on the value of the account and the investment program selected. The fee ranges from 0.25% to 3.00% annually. The specific fee schedule is in the client's agreement. Fees are charged quarterly in advance, based on the account value at the end of the prior quarter. The firm may group related accounts to meet minimum size requirements and determine fees. Discounts may be offered to family and friends of firm employees.
Location
8936 Northpointe Executive Park Drive, Suite 240/260, Huntersville, NC, 28078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael owns rental income property and is the president of MBBG. He is also a financial advisor and president of Liberty Financial Solutions, spending about a quarter of his time on this. Additionally, Michael sells fixed annuities, life/health, and LTC insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Brighton Securities CORP.
Brighton Securities CORP.
Brighton Securities CORP.Broker
Previous Registrations
Brighton Securities CORP.
Brighton Securities Capital Management, INC.
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ek Riley Investments, LLCBroker
Ek Riley Investments, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
AXA Advisors, LLCBroker
Csfbdirect, INC.Broker
First Liberty Investment Group, INC.Broker
Worthington Capital Group, INC.Broker
Investors Associates, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.