Michael Carney (CRD# 7341778) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 3 years of experience in the finance industry.
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5779397
Madison Avenue Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evoke Wealth, LLC | Los Angeles, CA | Feb 2021 - Current | 3 |
| Upfront Ventures Management, LLC | Santa Monica, CA | Mar 2015 - Feb 2021 | 5 |
| Pando Media, Inc. | San Francisco, CA | Mar 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- AZ
- AR
- CA
- CO
- ID
- NJ
- NY
- OH
- SD
- TX
- WY
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Total Assets Under Management13,363MILLIONS
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Total Number of Accounts9,915ACCOUNTS
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Average Account Value$1,347,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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