Michael Fulkerson (CRD# 4553229) is an Investment Advisor Representative working at Chicago Investment Advisory Council, Inc. in Saint Charles, IL and has over 21 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial | Tampa, FL | Jul 2011 - Current | 12 |
| Various Insurance Carriers For W & R Insurance Agencies | St Charles, IL | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- IL
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts1,090ACCOUNTS
-
Average Account Value$146,789
- 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
- Pension consulting services
- Educational seminars/workshops
FL, IL, MI, TX
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