Michael Policar (CRD# 6074746) is an Investment Advisor Representative working at Ngp Financial Planning, LLC in Sammamish, WA and has over 11 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ngp Financial Planning, LLC | Sammamish, WA | Jan 2021 - Current | 3 |
Ngp Financial Planning, LLC | Sammamish, WA | Jun 2020 - Current | 3 |
Michael Policar, Sole Proprietor | Sammamish, WA | Oct 2012 - Dec 2021 | 9 |
Hightower Securities, LLC | Bellevue, WA | Sep 2019 - Jan 2021 | 1 |
Hightower Advisors, LLC | Bellevue, WA | Feb 2018 - Jan 2021 | 2 |
Bank Of America, N.a. | Bellevue, WA | Jan 2018 - Jan 2018 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue, WA | Oct 2014 - Jan 2018 | 3 |
Wells Fargo Advisors, LLC | Seattle, WA | Aug 2012 - Oct 2014 | 2 |
Wells Fargo Advisors, LLC | Seattle, WA | Jul 2012 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
- TX
- WA
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Total Assets Under Management53MILLIONS
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Total Number of Accounts56ACCOUNTS
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Average Account Value$939,488
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, TX, WA
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