Michael LudinCRD Number: 4610457
Current Firm: 1st Global Advisors Inc.
Michael Ludin (CRD# 4610457) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Irvine, CA and has over 12 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|White, Nelson, Diehl, Evans LLP||Irvine, CA||Sep 2011 - Current||5|
|1st Global Insurance Services||Irvine, CA||Jun 2007 - Current||9|
|1st Global Advisors, Inc.||Irvine, CA||Jun 2004 - Current||12|
|1st Global Capital Corp.||Irvine, CA||Dec 2002 - Current||14|
|Diehl, Evans And Company, LLP||Irvine, CA||Feb 1978 - Sep 2011||33|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2004|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV