Michael Shaub (CRD# 6612593) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Morristown, NJ | Apr 2022 - Current | 1 |
| Comprehensive Financial Professionals | Lansdale, PA | Dec 2020 - Current | 2 |
| Lpl Financial LLC | Lansdale, PA | Nov 2020 - Current | 3 |
| Unemployed | Sellersville, PA | Jul 2020 - Dec 2020 | < 1 |
| Tfg Wealth | Newtown, PA | May 2018 - Jul 2020 | 2 |
| Santander Bank | Hatfield, PA | Oct 2016 - May 2018 | 1 |
| Unemployed | Lancaster, PA | May 2016 - Oct 2016 | < 1 |
| Foresters Financial Services | Philadelphia, PA | Feb 2016 - May 2016 | < 1 |
| Wiley's Pharmacy | Lancaster, PA | Oct 2014 - Feb 2016 | 1 |
| Plain & Fancy Restaurant | Bird In Hand, PA | Nov 2015 - Nov 2015 | < 1 |
| Penn Veterinary Supply | Lancaster, PA | Oct 2014 - Nov 2015 | 1 |
| Ims Health | Plymouth Meeting, PA | Aug 2012 - Nov 2014 | 2 |
| Bac Moving Services | Lancaster, PA | Jan 2014 - Oct 2014 | < 1 |
| Unemployed | Lancaster, PA | Nov 2013 - Jan 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
| S63 | Uniform Securities State Law Examination | Dec 2022 |
- PA
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Total Assets Under Management28,519MILLIONS
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Total Number of Accounts114,555ACCOUNTS
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Average Account Value$248,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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