Michael EklundCRD 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 13 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|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|
Total Assets Under Management228MILLIONS
Total Number of Accounts1,899ACCOUNTS
Average Account Value$120,075
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses