Michael ClineCRD Number: 5532215
Current Firm: Schwab Private Client Investment Advisory, Inc.
Michael Cline (CRD# 5532215) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Schwab Private Client Inv. Adv., Inc.||Orlando, FL||Jan 2012 - Current||5|
|Charles Schwab & Co, Inc.||Orlando, FL||May 2008 - Current||8|
|The Hartford||Lake Mary, FL||Nov 2006 - Apr 2008||1|
|Unemployed||Sanford, FL||Jul 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2009|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV