Michael Finnell (CRD# 1777460) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 36 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hub International | Chicago, IL | Jun 2022 - Current | 1 |
| Lpl Financial, LLC | Moon Township, PA | May 2022 - Current | 1 |
| Global Retirement Partners, LLC | San Rafael, CA | May 2022 - Current | 1 |
| Integra Property Management, LLC | Moon Twp, PA | Mar 2018 - Current | 6 |
| Heritage Wealth Management Group, LLC | Moon Township, PA | Mar 2017 - Jun 2022 | 5 |
| Heritage Wealth Management Group, LLC | Moon Township, PA | Feb 2008 - Jun 2022 | 14 |
| Raymond James Financial Services, Inc. | Moon Township, PA | Mar 2017 - May 2022 | 5 |
| Raymond James Financial Services Advisors Inc. | Moon Township, PA | Mar 2017 - May 2022 | 5 |
| Commonwealth Financial Network | Waltham, MA | Sep 2001 - Mar 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1988 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- PA
- SC
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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
- 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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