Michael Spector (CRD# 4343391) is an Investment Advisor Representative working at Adero Partners, LLC in Austin, TX and has over 24 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Media Wealth. LLC | Pleasanton, CA | Apr 2020 - Current | 4 |
| Adero Partners, LLC | Pleasanton, CA | Aug 2018 - Current | 5 |
| Vista Wealth Management, LLC | Palo Alto, CA | Feb 2006 - Jul 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2000 |
- CA
- TX
-
Total Assets Under Management4,036MILLIONS
-
Total Number of Accounts3,511ACCOUNTS
-
Average Account Value$1,149,436
- 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
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, HI, IL, LA, MI, MT, NC, NE, NH, NJ, NV, NY, OR, TN, TX, UT, WA
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