Michael Fragoso (CRD# 7475741) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has 1 year of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Inc. | Fairfield, CA | Dec 2022 - Current | 1 |
| Acord & Fong Wealth Strategies | Fairfield, CA | Feb 2022 - Jul 2023 | 1 |
| Unemployed | Union City, CA | Oct 2021 - Dec 2022 | 1 |
| J.i.p. & Associates, Inc. | San Ramon, CA | Feb 2020 - Oct 2021 | 1 |
| Optima Ophthalmic Medical Associates | Hayward, CA | Aug 2019 - Feb 2020 | < 1 |
| Shelter Security And Service Gmbh | Berlin, | Mar 2016 - Jul 2019 | 3 |
| Proviant Mediterrane Lebensmittel | Berlin, | Feb 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- CA
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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