Michael FuhrCRD Number: 5433127
Current Firm: Sagevest Wealth Management
Michael Fuhr (CRD# 5433127) is an Investment Advisor Representative working at Sagevest Wealth Management in Mc Lean, VA and has over 9 years of experience in the finance industry. Michael Fuhr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Sage Financial Management Group, Inc.||Bethesda, MD||Apr 2010 - Current||7|
|Commonwealth Financial Network||West Los Angeles, CA||Sep 2008 - Mar 2010||1|
|Unemployed||Los Angeles, CA||Aug 2008 - Aug 2008||< 1|
|Afa Advisor Services, LLC||Calabasas, CA||Oct 2007 - Jul 2008||< 1|
|Boston University Online||Los Angeles, CA||Nov 2006 - Sep 2007||< 1|
|Disney Studios||Burbank, CA||Jul 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management137MILLIONS
Total Number of Accounts78ACCOUNTS
Average Account Value$1,751,175
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, MD, VA
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