Michael Loeb (CRD# 6547493) is an Investment Advisor Representative working at Argosy Investors in Hickory, NC and has over 8 years of experience in the finance industry.
CRD# 7063689
Edward Jones
CRD# 5699012
Edward Jones
CRD# 5699016
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Magnolia Wash Holdings | Charlotte, NC | Aug 2022 - Current | 1 |
| Von Drehle Corporation | Hickory, NC | Dec 2018 - Current | 5 |
| Argosy Investors | Hickory, NC | Sep 2017 - Current | 6 |
| Ally Financial | Charlotte, NC | Jan 2018 - Dec 2018 | < 1 |
| Broyhill Asset Management, LLC | Lenoir, NC | Oct 2015 - Sep 2017 | 1 |
| Broyhill Asset Management | Lenoir, NC | Apr 2014 - Sep 2017 | 3 |
| Bmc Fund | Lenoir, NC | Apr 2014 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- NC
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$211,643
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
NC
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