Michael Machado, financial advisor Capitola CA
93 score

Michael Machado

CRD Number: 4473583
Current Firm: Eagle Strategies LLC

Michael Machado (CRD# 4473583) is an Investment Advisor Representative working at Eagle Strategies LLC in Capitola, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Kristie Cahill, CFP, financial advisor Capitola CA
Kristie D. Cahill, CFP
CRD# 4439727
Opes Advisors, Inc.
Score
103
Similar Advisors
Joanna Nowak, financial advisor Capitola CA
Joanna T. Nowak
CRD# 5932479
Moneywise Financial Advisors
Score
100
Similar Advisors
Lance Wexler, financial advisor Capitola CA
Lance A. Wexler
CRD# 2543364
Nexus Wealth Advisors, LLC
Score
100
Company Name Location Dates Years
Flynn Wealth Strategies And Insurance Solutions, Inc. Capitola, CA Dec 2014 - Current 2
Eagle Strategies LLC San Jose, CA Jan 2009 - Current 7
New York Life Insurance Company San Jose, CA Apr 2008 - Current 8
Nylife Securities LLC San Jose, CA Apr 2008 - Current 8
Michael W Machado Financial And Insurance Services, Inc. Watsonville, CA Mar 2008 - Current 8
Hutchinson & Bloodgood, LLC Watsonville, CA Oct 1988 - Current 28
Flynn Financial And Insurance Services, Inc. Capitola, CA Mar 2010 - Dec 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Michael W. Machado
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Michael Machado and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.