Michael ReeseCRD Number: 2175735
Current Firm: Securities America Advisors, Inc.
Michael Reese (CRD# 2175735) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Securities America Advisors, Inc.||Bethesda, MD||Jul 2019 - Current||3|
|Securities America, Inc.||Bethesda, MD||Aug 2018 - Current||4|
|Centaurus Financial Inc.||Anaheim, CA||Nov 2012 - Aug 2018||5|
|Reese Yeatman & Assoc||Bethesda, MD||Jan 1987 - Jul 2018||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- 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
- 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
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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