Michael Friedman (CRD# 3001504) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Waxhaw, NC and has over 22 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | Mint Hill, NC | Nov 2015 - Current | 8 |
| Unemployed | Arlington Heights, IL | Jul 2015 - Nov 2015 | < 1 |
| Investment Professionals Inc/norstates Wealth Management | San Antonio, TX | Sep 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
- NC
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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