Michael Joe Carpenter
Investment adviser representative at Lexaurum Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Brokers International Financial ServicesSep 2018 to now
- Lexaurum Advisors, LLCJun 2016 to now
- Broker Dealer Financial Services CorpJun 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 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
- 2435428
- Firm CRD
- 283653