Michael Colkitt (CRD# 2258984) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 31 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Nov 2017 - Current | 6 |
| Keyadvisors | Media, PA | Nov 2017 - Current | 6 |
| The Prudential Insurance Company Of America | Lancaster, PA | Dec 2015 - Oct 2017 | 1 |
| Pruco Securities, LLC | Lancaster, PA | Dec 2015 - Oct 2017 | 1 |
| Eagle Strategies LLC | Bala Cynwyd, PA | Jan 2014 - Dec 2015 | 1 |
| New York Life Insurance Company | Bala Cynwdy, PA | Jul 2010 - Dec 2015 | 5 |
| Nylife Securities LLC | Bala Cynwyd, PA | Jul 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- PA
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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