Paul MichaelCRD Number: 6372887
Current Firm: Securities America Advisors, Inc.
Paul Michael (CRD# 6372887) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Louisville, KY and has over 2 years of experience in the finance industry.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Securities America Advisors||Louisville, KY||Nov 2014 - Current||2|
|Securities America, Inc.||Louisville, KY||Jul 2014 - Current||2|
|Pioneers||Orlando, FL||Apr 2013 - Jul 2014||1|
|Valhalla Golf Course||Louisville, KY||May 2005 - Jun 2014||9|
|Fifth Third Bank||Louisville, KY||Aug 2011 - Jan 2013||1|
|Harshaw Trane||Louisville, KY||Mar 2010 - May 2011||1|
|Advanced Payroll Systems||Louisville, KY||Jan 2010 - Feb 2010||< 1|
|Brady Trane||Morrisville, NC||Sep 2008 - Nov 2009||1|
|Bob Evans Restaurant||Oxford, OH||May 2008 - Aug 2008||< 1|
|Miami University||Oxford, OH||Aug 2007 - May 2008||< 1|
|Miami University||Oxford, OH||Jul 2004 - May 2008||3|
|Kanakuk Ministries||Branson, MO||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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