Michael Throckmorton (CRD# 4545382) is an Investment Advisor Representative working at Investment Research Corp in Denver, CO and has over 20 years of experience in the finance industry. Michael Throckmorton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Research Corporation | Denver, CO | Sep 2020 - Current | 3 |
| Pfmichaels Financial Consultants, LLC | St Clairsville, OH | Feb 2015 - Current | 9 |
| Fosters Inc. | St Clairsville, OH | Jun 2005 - Current | 18 |
| Its Asset Management, LP | Washington, PA | Jan 2019 - Aug 2020 | 1 |
| Investment Research Corp | Denver, CO | Jan 2011 - Dec 2018 | 7 |
| Breiding Ins & Fin'l Srvs | St. Clairsville, OH | Feb 2004 - Dec 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- OH
- PA
- SC
- WV
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Total Assets Under Management52MILLIONS
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Total Number of Accounts150ACCOUNTS
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Average Account Value$346,813
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV
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