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Michael Earl Cowell

Advisor at Cambridge Investment Research Advisors — Murrells Inlet, SC Belfry Ct

Updated today

Credentials

Series 66

Experience

18 years

Location

Murrells Inlet, SC 29576

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,908

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Michael Cowell is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018, following prior roles including six years at Jhfn Sii. In addition to his advisory role, Cowell is an independent insurance agent in Murrells Inlet, SC. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Murrells Inlet, SC Belfry Ct

9820 Belfry Ct

Murrells Inlet SC 29576

Advisors at this office

1

Most active in

South Carolina

Work history

18 years of industry experience

Cambridge Investment Research Advisors Inc.

2018 - Present • 8 years

Fairfield, IA

Cambirdge Investment Research, Inc.

2018 - Present • 8 years

Fairfield, IA

Royal Alliance Associates, INC.

2018 - 2018 • 1 year

Murrells Inlet, SC

Jhfn Sii

2012 - 2018 • 6 years

Allentown, PA

Edward Jones

2008 - 2012 • 4 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Flavio M

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Cash flow / budgeting Retirement income strategy Debt management General retirement planning Roth conversion strategy Retired Military & Veterans Approaching retirement Retired Gen X (Born 1965-1980)
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Joshua H

CFP®, Series 63, Series 66

Myrtle Beach, SC

Resettle Wealth

Joshua Hemmert is a CFP®-certified financial advisor with 14 years of industry experience. He is the founder of Resettle Wealth, an independent firm based in Myrtle Beach, SC, and previously worked at J.P. Morgan Asset Management for eight years. Hemmert also spent time at BMT Management & Financial Consultants before establishing his own practice. Resettle Wealth serves individual and high-net-worth clients with comprehensive financial planning and investment management, focusing on strategic asset allocation using both passive and active investment vehicles. The firm provides services including retirement, tax, estate, and insurance planning, as well as Social Security optimization and business and relocation analyses.

Social Security optimization General retirement planning Tax-loss harvesting
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John T

CFP®, Series 63

Myrtle Beach, SC

Mecklenburg Financial Group

John Tiddy is a CFP® with 22 years of experience in the financial industry. He has been the sole advisor at Mecklenburg Financial Group since 2008. Mecklenburg Financial Group is an independent, single-advisor firm offering discretionary portfolio management and fee-based financial planning to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to construct portfolios aligned with clients’ goals and risk tolerance, managing approximately $3.3 million across a focused client base.

Wealth management Real estate investing Annuities College savings (529s, UTMA, etc.) Debt management
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James V

CFP®, Series 63, Series 65

Myrtle Beach, SC

Cairn Investor Services

James Vassas is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Cairn Investor Services. He has been with Cairn Investor Services since 2016. In addition to his advisory role, he is involved in the sale of fixed life, annuity, and health insurance products. Cairn Investor Services is an independent, state-registered advisory firm that primarily serves individual clients over age 40, as well as some corporations, partnerships, and trustees. The firm offers discretionary investment management, financial planning, hourly advisory engagements, and a subscription-based advisory service that integrates various non-investment professionals and software, combining fundamental and technical analysis in its managed portfolios.

Life insurance needs analysis
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Tiffany M

Series 65

Myrtle Beach, SC

Marshall Financial

Tiffany Marshall is a financial advisor at Marshall Financial in Myrtle Beach, SC, holding a Series 65 designation with one year of industry experience. She has worked as an independent insurance agent and previously held roles at the American Red Cross and Luomo Creatives. In addition to her advisory work, she is a licensed insurance agent and may spend a portion of her time on insurance sales. Marshall Financial is an independent registered investment adviser serving individual investors and retirement-plan clients with financial planning, investment management, and retirement plan services. The firm emphasizes individualized, long-term strategies with periodic portfolio reviews and also provides institutional plan support and educational workshops.

General retirement planning Retirement plans for business owners (SEP, solo 401k) General tax planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
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Joshua H

CFP®, Series 65

Murrells Inlet, SC

Meridian Financial Advisory LLC

Joshua Henry is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license with eight years of industry experience. He is the sole advisor at Meridian Financial Advisory LLC, where he has worked since 2017. Prior to that, he was self-employed from 2013 to 2017 and spent a year at Bay Path University. Meridian Financial Advisory LLC serves individual investors and qualified retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across a diverse range of securities and investment instruments.

Wealth management Real estate investing General retirement planning General tax planning
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