Michael Platt (CRD# 7633492) is an Investment Advisor Representative working at Allworth Financial, LP in Lake Tapps, WA and has 1 year of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4387214
Columbia River Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Advisors Of America | Folsom, CA | Sep 2022 - Current | 1 |
| Alaska Airlines | Seattle, WA | Mar 2022 - Current | 2 |
| Horizontal Air Industries | Seattle, WA | May 2019 - Mar 2022 | 2 |
| Hsc-9, Us Navy | Norfolk, VA | Nov 2010 - Jan 2022 | 11 |
| Uss Ronald Reagan, Us Navy | Yokosuka, | Dec 2016 - Apr 2019 | 2 |
| Naval Air Station Fallon, Us Navy | Fallon, NV | Jan 2014 - Dec 2016 | 2 |
- CA
-
Total Assets Under Management19,314MILLIONS
-
Total Number of Accounts66,085ACCOUNTS
-
Average Account Value$292,255
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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