Michael Eklund, financial advisor Raleigh NC
98 score

Michael Eklund

CRD Number: 4581511
Current Firm: Financial Symmetry Inc.

Michael Eklund (CRD# 4581511) is an Investment Advisor Representative working at Financial Symmetry Inc. in Raleigh, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Symmetry Inc. Raleigh, NC Sep 2012 - Current 4
American Capital, Ltd New York, NY Mar 2006 - Aug 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Michael B. Eklund
By the Numbers
  • Total Assets Under Management
    228
    MILLIONS
  • Total Number of Accounts
    1,899
    ACCOUNTS
  • Average Account Value
    $120,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC

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BADGES
98
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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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