MI
MI

Michael David Isaac

19 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
47,926 clients
Average Client Portfolio
$52K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Minimum Annual Fee:$120
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Location

1061 Cliff Dawson Rd, Watkinsville, GA, 30677

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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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Employment History
Current Registrations
Stadion Money Management, LLC
August 2010 - Present · 15 yrs 6 mos
Previous Registrations
Alps Distributors, INC.Broker
June 2013 - December 2020 · 7 yrs 6 mos
J P Turner & Company Capital Management, LLC
October 2007 - April 2010 · 2 yrs 6 mos
J.P. Turner & Company, L.L.C.Broker
July 2006 - April 2010 · 3 yrs 9 mos
First Investors CorporationBroker
August 1999 - October 1999 · 2 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.