Michael Beecher, financial advisor Marietta GA

Michael Beecher

CRD Number: 3041464
Current Firm: Wickham Financial & Insurance Services

Michael Beecher (CRD# 3041464) is an Investment Advisor Representative working at Wickham Financial & Insurance Services in Marietta, GA and has over 23 years of experience in the finance industry.

Similar Advisors
Daniel Mesa, financial advisor Marietta GA
Daniel Mesa
CRD# 7069825
Beacon Global Advisor Network, LLC
Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Marietta GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Riley Stephenson, financial advisor Marietta GA
Riley A. Stephenson
CRD# 5822473
Rockefeller Capital Management
Company Name Location Dates Years
Wickham Financial & Insurance Services Marietta, GA Feb 2020 - Current 4
Carter Terry & Company Inc. Atlanta, GA Oct 2015 - Feb 2020 4
Centaurus Financial, Inc. Anaheim, CA Mar 2015 - Oct 2015 < 1
J.p. Turner & Company, LLC Atlanta, GA Jan 2010 - Mar 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Michael B. Beecher
Phone Number: 770-424-8711
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    693
    ACCOUNTS
  • Average Account Value
    $208,377
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

GA, NC, TX

Ready to hire a financial advisor? Get competitive proposals from Michael Beecher and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.