Michael Sheen (CRD# 7647663) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Buford, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Co, Inc. | Buford, GA | Oct 2022 - Current | 1 |
| Itential | Atlanta, GA | May 2022 - Aug 2022 | < 1 |
| Priority Technology Holdings | Alpharetta, GA | Oct 2021 - May 2022 | < 1 |
| Corida Insurance | Boynton Beach, FL | Apr 2021 - Jul 2021 | < 1 |
| N/a | Cumming, GA | Sep 2020 - Apr 2021 | < 1 |
| Priority Tech Holdings | Alpharetta, GA | Nov 2018 - Sep 2020 | 1 |
| Racetrac Petroleum | Dawsonville, GA | Aug 2014 - Nov 2018 | 4 |
| N/a | Cumming, GA | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- GA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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