Michelle Dykes
Advisor at Christy Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Christy Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Macon, GA 31220
Credentials
Series 65
Industry experience
5 years
Michelle Dykes is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with five years of industry experience. She has worked at Christy Capital since 2019 and previously was employed at Retirement Benefits Institute from 2014 to 2019. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages assets through discretionary and non-discretionary accounts, with access to private market investments for qualifying clients.
Based on Christy Capital Management, Inc.
Based on Christy Capital Management, Inc.
Consulting fees invoiced directly to clients; specific amounts not stated.
Up to 1.8% annually total fee; CCM receives up to 1.5%, subadvisor receives remainder
Insurance commissions from sales of insurance products by licensed insurance agents associated with CCM.
2939 Mcmanus Road
Macon, GA 31220
Georgia · Texas
Christy Capital Management, Inc.
2019 - Present (7 years)
Retirement Benefits Institute
2014 - 2019 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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