Michael Shumard (CRD# 2149724) is an Investment Advisor Representative working at Eagle Strategies LLC in Fort Smith, AR and has over 32 years of experience in the finance industry.
CRD# 4232166
Lpl Financial LLC
CRD# 2201062
Sutterfield Financial Group, Inc.
CRD# 5775014
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parity Financial Group, LLC | Ft. Smith, AR | Feb 2024 - Current | < 1 |
| Tsg Financial, LLC | Fayetteville, AR | Sep 2013 - Current | 10 |
| Fulmer-shumard, Inc. | Fort Smith, AR | Jun 2002 - Current | 21 |
| Eagle Strategies LLC | Fort Smith, AR | Mar 2002 - Current | 22 |
| Nylife Securities Inc. | Little Rock, AR | May 1991 - Current | 33 |
| New York Life Ins. Company | Little Rock, AR | Nov 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- AR
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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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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