Michael UhlandCRD Number: 7092404
Current Firm: Janney Montgomery Scott LLC
Michael Uhland (CRD# 7092404) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Raleigh, NC and has over 3 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Janney Montgomery Scott LLC||Raleigh, NC||Apr 2019 - Current||3|
|Investors Title Insurance Company||Chapel Hill, NC||Feb 2008 - Mar 2019||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management81,347MILLIONS
Total Number of Accounts203,125ACCOUNTS
Average Account Value$400,475
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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