Malique Micenheimer (CRD# 7029786) is an Investment Advisor Representative working at Eagle Strategies LLC in Elk Grove, CA and has over 4 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Elk Grove, CA | Sep 2021 - Current | 2 |
| Nylife Securities LLC | Stockton, CA | Jul 2019 - Current | 4 |
| New York Life Insurance Company | Stockton, CA | Oct 2018 - Current | 5 |
| Sacramento Kings | Sacramento, CA | Jun 2017 - Nov 2018 | 1 |
| Fresno Grizzlies | Fresno, CA | Jan 2016 - Jun 2017 | 1 |
| Fresno State | Fresno, CA | May 2011 - May 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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