Michael Eldredge, financial advisor Rogers AR
83 score

Michael Eldredge

CRD Number: 3082042
Current Firm: 1st Global Advisors Inc.

Michael Eldredge (CRD# 3082042) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Rogers, AR and has over 18 years of experience in the finance industry.

Similar Advisors
Shawn Alaniz, financial advisor Rogers AR
Shawn S. Alaniz
CRD# 1963482
Boston Mountain Money Management, Inc.
Score
96
Similar Advisors
Donald Baker, financial advisor Rogers AR
Donald G. Baker
CRD# 10639
Cambridge Investment Research Advisors, Inc.
Score
96
Similar Advisors
James Bell, financial advisor Rogers AR
James B. Bell
CRD# 2949919
Garrison Financial Corporation
Score
96
Company Name Location Dates Years
1st Global Insurance Services Rogers, AR Sep 2004 - Current 12
1st Global Advisors, Inc. Rogers, AR Nov 2002 - Current 14
Beall Barclay Wealth Management Rogers, AR Oct 2002 - Current 14
1st Global Capital Corp Rogers, AR Oct 2002 - Current 14
Beall Barclay Advisors, LLC Fort Smith, AR Feb 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Nov 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael C. Eldredge
Phone Number: 214-294-5000
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Michael Eldredge and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.