Michael Steele (CRD# 6634658) is an Investment Advisor Representative working at Img Wealth Management, Inc. in Jacksonville, FL and has over 8 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sergeant Capital Strategies, LLC | Jacksonville, FL | Nov 2021 - Current | 2 |
| Img Wealth Management, Inc. | Jacksonville, FL | Jan 2019 - Current | 5 |
| Legal Shield | Ada, OK | Oct 2010 - Current | 13 |
| Sole Proprietor | Jacksonville, FL | Oct 2020 - Nov 2021 | 1 |
| Wtl Enterprises, LLC | Broomfield, CO | Oct 2014 - Oct 2020 | 6 |
| Virtue Capital Management, LLC | Nashville, TN | Apr 2016 - Jan 2019 | 2 |
| Gerson Lehman Group Inc. | New York, NY | Sep 2016 - Dec 2018 | 2 |
| Pal-fit Colorado, Llc - Dba-planet Fitness | Westminster, CO | Jun 2009 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- FL
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts1,064ACCOUNTS
-
Average Account Value$112,707
- 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
- Educational seminars/workshops
FL, GA, NC, TX
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