Michael Burchell, financial advisor Baltimore MD

Michael Burchell

CRD Number: 1703648
Current Firm: Wpg Financial Group, LLC

Michael Burchell (CRD# 1703648) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 7 years of experience in the finance industry.

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Abel Financial Management Company
Company Name Location Dates Years
Wpg Financial Group Baltimore, MD Aug 2019 - Current 3
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Jul 2019 - Jun 2021 1
Cfg Capital Markets,llc. Baltimore, MD Feb 2007 - Jul 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination May 2021
Contact Info for Michael B. Burchell
Phone Number: 410-522-2030
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    270
    MILLIONS
  • Total Number of Accounts
    839
    ACCOUNTS
  • Average Account Value
    $321,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, GA, MD, PA, VA

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