ML
ML

Michael John Lightfield

19 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,302,710 clients
Average Client Portfolio
$213.393 average
Assets Under Management
$278.0M

Fee Structure

Financial Planning:Investment management only
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Location

Elkridge, MD

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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 is a managing member of Columbia Tax Advisory Group, LLC, where he performs tax and accounting work, dedicating nearly full-time hours. He also owns Lightfield Wealth Management, providing financial planning, investment advice, and insurance products, which takes about a quarter of his time.

Employment History
Current Registrations
Horter Investment Management, LLC
May 2012 - Present · 13 yrs 9 mos
Previous Registrations
Precision Capital Management, LLC
October 2006 - December 2012 · 6 yrs 2 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.