Unclaimed Profile

Michael David Fox

HAYDEN HARPER WEALTH ADVISORY, LLC·CHARLOTTE, North Carolina

Series 6, Series 63, Series 65Clean record25 years registeredHAYDEN HARPER WEALTH ADVISORY, LLC

828 EAST BOULEVARD, CHARLOTTE, NC 28203CRD# 4283879Firm CRD# 152091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael David Fox · CHARLOTTE, NC

Registration

CRD #4283879 · HAYDEN HARPER WEALTH ADVISORY, LLC · 25 years registered

Brand Profile

Not yet started

Career History

HAYDEN HARPER WEALTH ADVISORY, LLC

Apr 2010 – present

IPI WEALTH MANAGEMENT, INC.

Feb 2006 – Jun 2010

CHARLOTTE, NC

HAYDEN HARPER FINANCIAL, LLC

Nov 2004 – Jan 2006

CHARLOTTE, NC

HAYDEN HARPER FINANCIAL, INC.

Feb 2003 – Dec 2004

CHARLOTTE, NC

C.P. ADVISORY SERVICES

Mar 2001 – Feb 2003

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · March 19, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAYDEN HARPER WEALTH ADVISORY, LLC

CRD 152091 · SEC 801-71103

AUM

$119M

Regulatory assets under management

Employees

253 client accounts

Services offered by HAYDEN HARPER WEALTH ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HAYDEN HARPER WEALTH ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Michael David Fox offer?

Michael David Fox specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Michael David Fox's credentials?

Michael David Fox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael David Fox located?

Michael David Fox is based in CHARLOTTE, North Carolina, working with HAYDEN HARPER WEALTH ADVISORY, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Michael David Fox charge for services?

Michael David Fox's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAYDEN HARPER WEALTH ADVISORY, LLC?

HAYDEN HARPER WEALTH ADVISORY, LLC has approximately 4 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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