Michael
Forney

Facet

CRD#7126400
Investment Advisor
in Columbia, SC

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About this Advisor

Michael Forney is a financial advisor based in Columbia, South Carolina, working with Facet. Michael has previously held positions at Ameriprise Financial Services, Inc, Mount Vernon Nazarene University Alumni Relations, Everence Financial, Mount Vernon Nazarene University, Vector Marketing/Cutco Cutlery, Ct Consultants, Newfront Retirement Services, Inc, New York Life, Momentum Solar, Abd Insurance & Financial Services, Inc, and Facet. Michael has passed the Series 65 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Michael is part of Facet, which operates out of Columbia, South Carolina. The firm has 150 employees and manages assets totaling $3.9 billion. Facet serves high-net-worth clients and offers services such as financial planning services and portfolio management for individuals and small businesses. Facet uses a fixed fee structure.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Columbia, SC

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Facet Brokerage Details

Total Assets Under Management

$3,865,037,052

SC Average: $6,889,882,315
Total Number of Employees

150

SC Average: 45
Total Number of Accounts

34,597

SC Average: 765
Average Account Size

$111,716

SC Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Forney Work History

2025 - Present (0 year)

Facet

2021 - Present (4 years)

Newfront Retirement Services, Inc

2021 - Present (4 years)

Abd Insurance & Financial Services, Inc

2021 - 2021 (< 1 year)

New York Life

2021 - 2021 (< 1 year)

Momentum Solar

2019 - 2021 (2 years)

Ameriprise Financial Services, Inc

2019 - 2019 (< 1 year)

Mount Vernon Nazarene University Alumni Relations

2018 - 2018 (< 1 year)

Everence Financial

2017 - 2018 (1 year)

Vector Marketing/Cutco Cutlery

2017 - 2017 (< 1 year)

Ct Consultants

2016 - 2016 (< 1 year)

Ct Consultants

2015 - 2019 (4 years)

Mount Vernon Nazarene University

2015 - 2015 (< 1 year)

Ct Consultants

Disclosures

Please visit the SEC profile of Michael Forney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Facet

Sean Powley
Charlotte, NC
Evan Byrne
Baltimore, MD
Portia Jackson
Menifee, CA
Kathleen Griffin
Cohasset, MA
Todd Macaulay
Baltimore, MD
Michael Kirkendale-Haak
Baltimore, MD
Nicholas Cosentino
Baltimore, MD
Benjamin Tesson
Baltimore, MD

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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