Michael Joseph FowlerCRD Number: 2992095
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Joseph Fowler (CRD# 2992095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 20 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Norfolk, VA||Oct 2009 - Current||8|
|Banc Of America Investment Services, Inc.||Norfolk, VA||Jun 2003 - Oct 2009||6|
|Banc Of America Insurance Services, Inc.||Norfolk, VA||Jun 2003 - Oct 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 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)