Oppenheimer & Co.
47yrs
Top advisor by experience in Carlsbad
New
Michael Driver
Full name on record: Michael James Driver
Financial advisor at Vindex Capital Management
Michael Driver is a fiduciary financial advisor in Carlsbad, California, registered since Jan 2026. Michael joined Vindex Capital Management in 2026, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 457 advisors with offices in Carlsbad, and one of 416 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
OfficeCarlsbad, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Vindex Capital Management
Financial planningInvestment management for individuals and small businessesNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowVindex Capital Management, LLCCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Vindex Capital Management at (619) 272-6007 and ask for Michael Driver. Michael works from the Carlsbad, CA office.
How long has Michael been a financial advisor?
Michael is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Vindex Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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