Unclaimed Profile

Michael Joyce

AGILI, P.C.·RICHMOND, Virginia

Series 65Clean record33 years registeredAGILI, P.C.

1806 SUMMIT AVENUE, RICHMOND, VA 23230CRD# 1047470Firm CRD# 107664

Profile Verification

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

Identity

Michael Joyce · RICHMOND, VA

Registration

CRD #1047470 · AGILI, P.C. · 33 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Aug 2024 – present

AGILI, P.C.

Jan 2003 – Aug 2024

RICHMOND, VA

MICHAEL JOYCE & ASSOCIATES, P.C.

May 1993 – Dec 2002

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 12, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AGILI, P.C.

CRD 107664 · SEC 801-43264

AUM

$1.1B

Regulatory assets under management

Employees

2,179 client accounts

Services offered by AGILI, P.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at AGILI, P.C. →

Introduction

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Frequently Asked Questions

What services does Michael Joyce offer?

Michael Joyce specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Michael Joyce's credentials?

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

Where is Michael Joyce located?

Michael Joyce is based in RICHMOND, Virginia, working with AGILI, P.C.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Michael Joyce charge for services?

Michael Joyce's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AGILI, P.C.?

AGILI, P.C. has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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