Michelle Lais Mabry
Investment adviser representative at Client 1st Advisory Group
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$511.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Client 1st Advisory Group LLCMar 2013 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1989
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (FL, MS).
Client 1st Advisory Group
Legal name: Client 1st Advisory Group LLC
$511.5MAssets managed
353Clients
7Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1987030
- Firm CRD
- 167790