Michael Bagot, financial advisor Houston TX
95 score

Michael Bagot

CRD Number: 6088976
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Bagot (CRD# 6088976) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 3 years of experience in the finance industry.
Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Houston TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Score
106
Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Score
105
Similar Advisors
Richard Lambert, financial advisor Houston TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Score
102
Company Name Location Dates Years
Bank Of America, N.a. Houston, TX Feb 2013 - Current 3
Merrill Lynch, Pierce, Fenner And Smith Incorporated Houston, TX Jun 2012 - Current 4
Ochsner Health Systems New Orleans, LA Jun 2011 - Current 5
Louisiana State University Baton Rouge, LA Aug 2007 - Current 9
Semolina's Bistro Italia New Orleans, LA May 2007 - Current 9
Jesuit High School New Orleans, LA Aug 2002 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Michael H. Bagot
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Michael Bagot and other advisors.
BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.