Michael Hartman, financial advisor La Mesa CA
90 score

Michael Hartman

CRD Number: 6020345
Current Firm: Reilly Financial Advisors

Michael Hartman (CRD# 6020345) is an Investment Advisor Representative working at Reilly Financial Advisors in La Mesa, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors Denver, CO May 2013 - Current 3
Mh Financial Culver City, CA Jul 2011 - May 2013 1
Ogilvy And Mather New York, NY May 2010 - Jul 2011 1
Renegade Nation New York, NY Mar 2009 - May 2010 1
Cushman And Wakefield Sonnenblick Goldman New York, NY Sep 2008 - Mar 2009 < 1
Wakefield Talabisco New York, NY Jun 2008 - Sep 2008 < 1
Thanc Foundation New York, NY Feb 2008 - Jun 2008 < 1
Lloyd Staffing New York, NY Nov 2007 - Feb 2008 < 1
Spencer Stuart New York, NY Aug 2007 - Nov 2007 < 1
Booz & Company New York, NY Oct 2006 - Aug 2007 < 1
Not Employed New York, NY Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Michael P. Hartman
Phone Number: 619-698-0794
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    778
    MILLIONS
  • Total Number of Accounts
    2,133
    ACCOUNTS
  • Average Account Value
    $364,823
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, LA, MI, MN, MO, MS, MT, ND, NE, NH, NM, NV, OH, OK, OR, SC, SD, TX, UT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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