Michele Tutoli (CRD# 1618719) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 22 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | San Diego, CA | Oct 2019 - Current | 5 |
| Avantax Investment Services, Inc. | San Diego, CA | Oct 2019 - Current | 5 |
| Avantax Insurance Services, Inc. | San Diego, CA | Feb 2005 - Current | 19 |
| Af & T Financial Group | San Diego, CA | Jan 2002 - Current | 22 |
| Armstrong, Fisch & Tutoli | San Diego, CA | Dec 1995 - Current | 28 |
| 1st Global Capital Corp. | San Diego, CA | Oct 2002 - Oct 2019 | 17 |
| 1st Global Advisors, Inc. | San Diego, CA | Oct 2002 - Oct 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
- CA
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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