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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Secure Asset Management 4 years, 8 months Dec 2011 - Present
Golden Pond Financial 1 year, 3 months Jun 2010 - Sep 2011
Secure Asset Management, LLC 6 years, 6 months Feb 2010 - Present
Secure Investors Group 9 years, 8 months Oct 2000 - Jun 2010
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Michael R. Cave?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Secure Asset Management, LLC

Last updated on Aug. 17, 2016
    • $35.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 374
      Accounts
    • $94.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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