Michael Haralson (CRD# 5452750) is an Investment Advisor Representative working at Roosevelt Advisors LLC in Edinburg, TX and has over 16 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roosevelt Advisors LLC | Austin, TX | May 2018 - Current | 5 |
| Roosevelt Advisors LLC | Austin, TX | Jun 2016 - Current | 7 |
| Article Ii Industries | Portland, OR | Jul 2015 - Current | 8 |
| Investment Advisors | Portland, OR | Sep 2012 - May 2018 | 5 |
| Proequities, Inc. | Portland, OR | Aug 2012 - May 2018 | 5 |
| Bankers Life & Casualty, Inc. | Portland, OR | Jul 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management8MILLIONS
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Total Number of Accounts45ACCOUNTS
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Average Account Value$173,333
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OR, TX, WA
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