Michael Wimberley (CRD# 3070924) is an Investment Advisor Representative working at Lummis Asset Management, LP in Fort Worth, TX and has over 18 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lummis Asset Management, LP | Fort Worth, TX | Jul 2019 - Current | 4 |
| Charles Schwab & Company, Inc. | Westlake, TX | Feb 2019 - Jul 2019 | < 1 |
| Green Investment Management | Fort Worth, TX | Mar 2005 - Dec 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- TX
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$1,409,134
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
TX
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