![Michael Petticord, financial advisor Winston Salem NC](/img/ws/profile-blank-sq.png)
Michael Petticord (CRD# 1176088) is an Investment Advisor Representative working at Portfolio Medics, LLC in Winston Salem, NC and has over 15 years of experience in the finance industry.
![James Abernethy, financial advisor Winston Salem NC](/img/ws/profile-blank-sq.png)
CRD# 1821508
Ubs Financial Services Inc.
![Paul Adkins, financial advisor Winston Salem NC](/img/ws/profile-blank-sq.png)
CRD# 6683568
Principal Securities, Inc.
![Beth Agnello, financial advisor Winston Salem NC](/img/ws/profile-blank-sq.png)
CRD# 1868078
Cgn Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Alphastar Capital Management, LLC | Cornelius, NC | Dec 2019 - Current | 4 |
Usa Wealth Management | Winston Salem, NC | Mar 1997 - Current | 27 |
Horter Investment Management | Cincinnati, OH | Feb 2017 - Dec 2019 | 2 |
Global Financial Private Capital | Sarasota, FL | Dec 2012 - Feb 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2008 |
S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- NC
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Total Assets Under Management500MILLIONS
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
- A percentage of assets under your management
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