Preston Michel (CRD# 7607691) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Midland, TX and has over 2 years of experience in the finance industry.
CRD# 4962716
Raymond James Financial Services Advisors, Inc.
CRD# 2285772
Raymond James Financial Services Advisors, Inc.
CRD# 5232805
Equilibria Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services, Inc. | Midland, TX | Jul 2022 - Current | 1 |
| Texas Tech University | Lubbock, TX | Aug 2018 - May 2022 | 3 |
| Community National Bank | Midland, TX | Jun 2021 - Sep 2021 | < 1 |
| Midland Christian School | Midland, TX | Aug 2011 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- TX
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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