Michael Estes
CRD Number: 4588902
Current Firm: Investment Professionals, Inc.
Compensation Model: Both

CRD# 5978053
Edward Jones

CRD# 5157750
Context Financial LLC

CRD# 1061144
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Madison Bank | Richmond, KY | Feb 2014 - Current | 6 |
Lpl Financial LLC | Richmond, KY | Feb 2014 - Current | 6 |
U.s. Bancorp Investments, Inc. | Danville, KY | Mar 2010 - Feb 2014 | 3 |
Pnc Investments | London, KY | Nov 2009 - Mar 2010 | < 1 |
Natcity Investments, Inc. | Louisville, KY | Sep 2005 - Nov 2009 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2003 |
S7 | General Securities Representative Examination (GS) | Feb 2004 |
S66 | NASAA Uniform Combined State Law Examination | May 2005 |
S26 | Investment Company and Variable Contracts Products Principal Examination (IP) | Dec 2007 |
- KY
- FL
- IN
- GA
- OH
- ND
- TN
- VA
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Total Assets Under Management622MILLIONS
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Total Number of Accounts5,581ACCOUNTS
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Average Account Value$111,399
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

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, VT, WA, WI, WV
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