Michael BoedekerCRD Number: 4524634
Current Firm: Suntrust Investment Services, Inc.
Michael Boedeker (CRD# 4524634) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Raleigh, NC and has over 15 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2015 - Current||2|
|Suntrust Bank||Raleigh, NE||Apr 2015 - Current||2|
|Wells Fargo Advisors LLC||Raleigh, NC||May 2009 - Apr 2015||5|
|Wachovia Bank, N.a.||Raleigh, NC||Oct 2003 - Apr 2015||11|
|Wachovia Securities, LLC||Raleigh, NC||Jul 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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)