Michael Babbin (CRD# 3260881) is an Investment Advisor Representative working at Western Reserve Wealth Management LLC in Mineral Wells, TX and has over 24 years of experience in the finance industry. Michael Babbin 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.
CRD# 5994568
Edward Jones
CRD# 3159061
Lpl Financial LLC
CRD# 4622967
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western Reserve Wealth Management LLC | Mineral Wells, TX | Jan 2021 - Current | 3 |
| Lpl Financial LLC | Solon, OH | Apr 2013 - Current | 11 |
| Redwood Financial Network | Solon, OH | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
- OH
- TX
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$387,500
- 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
- Pension consulting services
OH, TX
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