Michael Krach (CRD# 2210255) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Houston, TX and has over 6 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tcbi Securities | Dallas, TX | Jun 2023 - Current | < 1 |
| Texas Capital Bank Private Wealth Advisors | Houston, TX | Jan 2019 - Current | 5 |
| Texas Capital Bank | Houston, TX | Jun 2017 - Current | 6 |
| Kingswood Capital Partners, LLC | San Diego, CA | Jan 2019 - Jun 2023 | 4 |
| Raymond James Financial Services Advisors Inc. | Houston, TX | Sep 2017 - Dec 2018 | 1 |
| Raymond James Financial Services, Inc. | Houston, TX | Jun 2017 - Dec 2018 | 1 |
| Northern Trust Company | Houston, TX | Jul 2014 - Jun 2017 | 2 |
| Abbot Downing | Houston, TX | Feb 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
- TX
-
Total Assets Under Management3,378MILLIONS
-
Total Number of Accounts1,868ACCOUNTS
-
Average Account Value$1,808,600
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, TX
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