Michele TutoliCRD Number: 1618719
Current Firm: Avantax Advisory Services
Michele Tutoli (CRD# 1618719) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 21 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Avantax Advisory Services||San Diego, CA||Oct 2019 - Current||3|
|Avantax Investment Services, Inc.||San Diego, CA||Oct 2019 - Current||3|
|Avantax Insurance Services, Inc.||San Diego, CA||Feb 2005 - Current||18|
|Af & T Financial Group||San Diego, CA||Jan 2002 - Current||21|
|Armstrong, Fisch & Tutoli||San Diego, CA||Dec 1995 - Current||27|
|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|
Total Assets Under Management30,968MILLIONS
Total Number of Accounts123,393ACCOUNTS
Average Account Value$250,972
- 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)
- 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, VT, WA, WI, WV, WY
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