William Michero, financial advisor Fort Worth TX
81 score

William Michero

CRD Number: 4617645
Current Firm: Cambridge Investment Research Advisors, Inc.

William Michero (CRD# 4617645) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Worth, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Feb 2009 - Current 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2009 - Current 7
Merrill Lynch Arlington, TX Aug 2008 - Feb 2009 < 1
Bank Of America, N.a. Dallas, TX Aug 2007 - Aug 2008 1
Banc Of America Investment Services, Inc. Dallas, TX Aug 2007 - Aug 2008 1
Bank Of America Dallas, TX Aug 2007 - Aug 2008 1
1st Global Capital Corp. Dallas, TX Aug 2006 - Aug 2007 1
1st Global Capital Corp. Dallas, TX Aug 2006 - Aug 2007 1
Ubs Financial Services Fort Worth, TX Dec 2002 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William J. Michero
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
81

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