Michael GreenleafCRD Number: 2979088
Current Firm: Cetera Investment Advisers LLC
Michael Greenleaf (CRD# 2979088) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hurricane, WV and has over 24 years of experience in the finance industry.
Huntington Financial Advisors
Raymond James & Associates, Inc.
Robert W. Baird & Company Incorporated
|Cetera Financial Specialists LLC||Schaumburg, IL||Dec 2011 - Current||10|
|Cetera Investment Advisers LLC||Schaumburg, IL||Dec 2011 - Current||10|
|Self-employed||Scott Depot, WV||Jan 1997 - Current||25|
|Greenleaf & Assoc. Inc.||Scott Depot, WV||Feb 1995 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, WY
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