Michael DowlingCRD Number: 4513400
Current Firm: Cetera Investment Advisers LLC
Michael Dowling (CRD# 4513400) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Pleasant, PA and has over 15 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Cetera Investment Advisers LLC||Mount Pleasant, PA||Jan 2014 - Current||3|
|Cetera Investment Services LLC||St. Cloud, MN||Dec 2006 - Current||11|
|Standard Bank||Monroeville, PA||Dec 2006 - Current||11|
|Natcity Investments||Pittsburgh, PA||Jun 2003 - Nov 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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)
- Educational seminars/workshops
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