Michael Barranco (CRD# 6358281) is an Investment Advisor Representative working at Invista Advisors in Montgomery, AL and has over 7 years of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6136995
Edward Jones
CRD# 1844516
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcdonald Financial Services Llc(dba:mcdonald &hagen Wealth Mgmt) | Montgomery, AL | Feb 2017 - Current | 7 |
| Lpl Financial, LLC | Montgomery, AL | Jun 2014 - Current | 9 |
| Saucy Marketing, LLC | San Diego, CA | Sep 2016 - Dec 2016 | < 1 |
| Indian Hills Country Club | Tuscaloosa, AL | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- AL
-
Total Assets Under Management462MILLIONS
-
Total Number of Accounts994ACCOUNTS
-
Average Account Value$465,147
- 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
AL, FL, GA, NC, TN, TX
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