Michael Sanchez (CRD# 5149454) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Lakeway, TX and has over 17 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Lakeway, TX | Jul 2013 - Current | 10 |
| Flagship Harbor Advisors, LLC | Boston, MA | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- TX
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Total Assets Under Management2,449MILLIONS
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Total Number of Accounts12,625ACCOUNTS
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Average Account Value$193,975
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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