Michael Warch (CRD# 6194428) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 9 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley National Investments, Inc. | Bethlehem, PA | May 2018 - Current | 5 |
| M & T Securities | Buffalo, NY | Sep 2016 - May 2018 | 1 |
| Edward Jones | St Louis, MO | Jun 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- PA
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Total Assets Under Management1,302MILLIONS
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Total Number of Accounts5,280ACCOUNTS
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Average Account Value$246,582
- 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 businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, UT, VA
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