Michael Irwin (CRD# 3119841) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Altoona, PA and has over 25 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jersey Shore State Bank | State College, PA | Apr 2019 - Current | 5 |
| Pennsy Partners | Hollidaysburg, PA | Feb 2019 - Current | 5 |
| Irwin Financial, Inc. | Altoona, PA | Sep 2010 - Current | 13 |
| Raymond James Financial Services Advisors, Inc. | Altoona, PA | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Altoona, PA | Aug 1998 - Current | 25 |
| Nss Group | Mcmurray, PA | May 2009 - Jul 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- PA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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