MB
MB

Michael James Black

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,924 clients
Average Client Portfolio
$513K average
Assets Under Management
$986.2M

Fee Structure

Minimum Investment:$10K
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Location

8936 Northpointe Executive Park Drive, Suite 240/260, Huntersville, NC, 28078

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History

Regulatory History
Clean regulatory record

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.

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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.
January 2022 - Present · 4 yrs 1 mo
Brighton Securities CORP.
June 2021 - Present · 4 yrs 8 mos
Brighton Securities CORP.Broker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Brighton Securities CORP.
August 2021 - January 2022 · 5 mos
Brighton Securities Capital Management, INC.
June 2021 - December 2021 · 6 mos
Cadaret, Grant & CO., INC.Broker
March 2021 - June 2021 · 3 mos
Cadaret Grant & CO INC
March 2021 - June 2021 · 3 mos
Cambridge Investment Research Advisors, INC.
September 2020 - March 2021 · 6 mos
Cambridge Investment Research, INC.Broker
September 2020 - March 2021 · 6 mos
Ek Riley Investments, LLCBroker
July 2016 - September 2020 · 4 yrs 2 mos
Ek Riley Investments, LLC
June 2016 - September 2020 · 4 yrs 3 mos
Raymond James Financial Services Advisors, INC
September 2012 - June 2016 · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2012 - June 2016 · 3 yrs 10 mos
Wells Fargo Advisors, LLC
August 2004 - September 2012 · 8 yrs 1 mo
Wells Fargo Advisors, LLCBroker
May 2002 - September 2012 · 10 yrs 4 mos
AXA Advisors, LLCBroker
June 2001 - November 2001 · 5 mos
Csfbdirect, INC.Broker
July 1999 - June 2001 · 1 yr 11 mos
First Liberty Investment Group, INC.Broker
October 1997 - November 1997 · 1 mo
Worthington Capital Group, INC.Broker
July 1997 - August 1997 · 1 mo
Investors Associates, INC.Broker
July 1997 - July 1997 · 0 mos
State Registrations10 states
FLGALAMEMNNCNYOHSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.