Michael ShirkCRD Number: 5963625
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Shirk (CRD# 5963625) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mobile, AL and has over 6 years of experience in the finance industry.
Retirement Advisors, Inc.
Msi Financial Services, Inc.
Ae Wealth Management, LLC
|Bank Of America, N.a.||Mobile, AL||Aug 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Mobile, AL||Jul 2011 - Current||6|
|U.s. Coast Guard||Washington, DC||Jul 2009 - Jul 2011||2|
|U.s. Coast Guard||Miami, FL||Jul 2005 - Jul 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY