Michael Libardi (CRD# 3253273) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Daytona Beach, FL and has over 24 years of experience in the finance industry. Michael Libardi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Osaic Wealth, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benjamin F. Edwards | Daytona Beach, FL | Jun 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Daytona Beach, FL | Nov 2016 - Jun 2022 | 5 |
| Wells Fargo Advisors LLC | Daytona Beach, FL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
- FL
- TX
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Total Assets Under Management13,158MILLIONS
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Total Number of Accounts44,978ACCOUNTS
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Average Account Value$292,552
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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