Michael Velazquez, financial advisor Glendale CA

Michael Velazquez

CRD Number: 4263055
Current Firm: Bridge Advisory LLC

Michael Velazquez (CRD# 4263055) is an Investment Advisor Representative working at Bridge Advisory LLC in Glendale, CA and has over 20 years of experience in the finance industry. Michael Velazquez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bridge Advisory LLC Glendale, CA Jul 2019 - Current 1
The Accountancy (formerly Velazquez & Assoc) Glendale, CA Apr 1992 - Current 28
Lpl Financial, LLC Glendale, CA Dec 2011 - Jun 2019 7
U.s. Financial Advisors, LLC Glendale, CA Nov 2006 - Jun 2019 12
Lincoln Financial Securities Corp Glendale, CA May 2009 - Dec 2011 2
Accuvest Financial Corp Glendale, CA Jul 2001 - Dec 2011 10
Accuvest Mortgage Glendale, CA Jan 2000 - Dec 2011 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
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.

Get Details on the FINRA Advisor Check site
Contact Info for Michael Velazquez
Phone Number: 626-795-3062
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    443
    MILLIONS
  • Total Number of Accounts
    1,916
    ACCOUNTS
  • Average Account Value
    $231,451
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, ID, NV, OR, TX, VA, WA

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