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Union Hill Financial |
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As a Certified Financial Planner®, it is important for me to follow the Board Practice Standards, follow the Code of Ethics, and you can check my disciplinary history by entering my name (Michael Dayoub) here. |
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If you want to see my registration as an investment advisor, view my public documents on file with Georgia’s Secretary of State. (Enter “Michael Dayoub” as an IAR). I am regulated by FINRA, and the Secretary of State of Georgia and my documents are on the SEC’s webpage (Securities and Exchange Commission). |
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I never take custody of client funds. Some clients establish accounts at ScotTrade so I can monitor trades and status via ScotTrade Advisor Services. To clients, the account is like an E-trade account, but I can monitor, guide, and generate reports. |
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National Association of Personal Financial Advisors. I belong to the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. |
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The CFP Board |
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Scottrade |
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SEC Investment Advisor Search |
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NAPFA |
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Important Links |
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Check it out if you want my opinion on financial planning topics: · Taxes |
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My Blog |
