Michael Bird: Everest Retirement Advisor Faces Complaint

Fort Mill, South Carolina financial advisor Michael Bird (CRD# 5100115) recently received an investor complaint alleging that his conduct resulted in damages. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Cambridge Investment Research, doing business as Everest Retirement.

Mr. Bird’s BrokerCheck report discloses one investor complaint. Filed in October 2025, it alleges that as a representative of Principal Securities, he permitted the customer’s husband to make unauthorized withdrawals from her account and did not communicate with her to confirm the transactions. The pending complaint alleges unspecified damages.

For reference, FINRA Rule 2010 requires that persons associated with FINRA “observe high standards of commercial honor and just and equitable principles of trade.” Many forms of unethical activities constitute violations of FINRA Rule 2010, provided the activities occur “in the conduct of [the member’s] business.” More information on the rule is available via FINRA.

Mr. Bird’s LinkedIn profile includes a section where he describes his experience and qualifications as a financial professional. As he explains, he works with “successful business owners, executives and individuals,” shepherding them through retirement. He focuses on his clients’ “unique goals” to develop a framework for their futures.

According to the Financial Industry Regulatory Authority, Michael Bird holds 19 years of securities industry experience. Based in Fort Mill, South Carolina, he has been registered as a broker and an investment advisor with Cambridge Investment Research since 2024, doing business as Everest Retirement. His past registrations include Principal Securities (Charlotte, North Carolina; 2008-2024) and Edward Jones (Charlotte, North Carolina; 2006-2008). His credentials include the passage of four securities industry qualifying exams: the Securities Industry Essentials Examination, or SIE; the Uniform Combined State Law Examination, or Series 66; the Uniform Securities Agent State Law Examination, or Series 63; and the General Securities Representative Examination, or Series 7. He is licensed in California, Florida, Georgia, Maryland, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. (Information current as of November 30, 2025.)

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