Michael RoseCRD Number: 817872
Current Firm: Fulcrum Wealth Advisors, LLC
Michael Rose (CRD# 817872) is an Investment Advisor Representative working at Fulcrum Wealth Advisors, LLC in Bellevue, WA and has over 42 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Fulcrum Wealth Advisors, LLC||Bellevue, WA||Nov 2013 - Current||8|
|Cetera Advisor Networks LLC||El Segundo, CA||Jul 2013 - Current||9|
|Oppenheimer & Company Inc.||Bellevue, WA||Jan 2008 - Jul 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1979|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management73MILLIONS
Total Number of Accounts76ACCOUNTS
Average Account Value$955,053
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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