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About
Mike Brodie is Vice President and Partner at Advisors Capital Management, LLC, based in Santa Ana, California. With over 25 years of experience in the financial services industry, he is responsible for building and managing advisor relationships, driving sales initiatives, and customizing portfolio solutions for a wide range of clients. At ACM, he plays a key role in the firm’s regional growth and strategic advisor outreach.
Brodie's career spans multiple high-profile positions at leading firms, including LPL Financial and Nationwide Insurance, where he specialized in annuity sales, advisory services, and investment wholesaling. His expertise covers a variety of asset classes, with a particular emphasis on annuities, retirement income strategies, and multi-asset portfolio management solutions tailored to financial advisors' needs.
Mike holds a Bachelor’s degree in Psychology from the University of Arizona, which enhances his strong client relationship skills and sales acumen. He is recognized for his leadership in helping advisors deliver customized investment strategies, and for contributing to ACM’s expansion as a premier portfolio management provider.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Advisors Capital Management | Regional Vice President | Oct 2014 to Present | — |
| LPL Financial | Vice President Advisory | Aug 2012 to Oct 2014 | — |
| Nationwide Insurance | RVP Annuity Sales | Dec 2009 to Aug 2012 | — |
| LPL Financial | Assistant Vice President, Wholesaler Optimum Annuity Platform | Jun 2005 to Mar 2009 | — |
| Pacific Life | Internal Wholesaler | Jan 2001 to Jan 2005 | — |
| American Funds Distributors | Dealer Services | Jan 1997 to Jan 2001 | — |
Education
Ariz
Bachelor Of Arts, Psychology
1993 — 1997
University High School
1990 — 1993
Others at Advisors Capital Management, LLC (15)
| Name | Role | Location |
|---|---|---|
C Claire Comerford | Senior Vice President - Advisor Solutions | New York, NY , United States |
| Managing Director & Partner; Director of Investment Research & Corporate Development | Ridgewood, NJ , United States | |
| Senior Portfolio Manager | Oakland, CA , United States | |
| Partner | Ridgewood, NJ , United States | |
J JoAnne Feeney | Portfolio Manager | New York, NY , United States |
| Regional Vice President | Birmingham, AL , United States | |
| Partner and Fixed Income Portfolio Manager | United States | |
| Managing Director and Portfolio Manager | United States | |
| Partner and Host of the ACM 10 Second Interview Show | Ridgewood, NJ , United States | |
| Regional Vice President | Denver, CO , United States |