Michael Rohm, financial advisor Destin FL
93 score

Michael Rohm

CRD Number: 2017108
Current Firm: Eagle Capital Management, LLC

Michael Rohm (CRD# 2017108) is an Investment Advisor Representative working at Eagle Capital Management, LLC in Destin, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Capital Management, LLC Metairie, LA Mar 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Nov 1991
Contact Info for Michael W. Rohm
Phone Number: 504-872-9651
Registered State(s):
  • FL
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    278
    MILLIONS
  • Total Number of Accounts
    740
    ACCOUNTS
  • Average Account Value
    $375,676
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, LA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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