Michael FermanCRD Number: 1939583
Current Firm: Rubinbrown Advisors LLC
Michael Ferman (CRD# 1939583) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Rubinbrown Brokerage Services, LLC||St. Louis, MO||Sep 2005 - Current||11|
|Rubinbrown Advisors||St. Louis, MO||Apr 2002 - Current||14|
|Rubinbrown LLP||St. Louis, MO||Apr 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1999|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management1,156MILLIONS
Total Number of Accounts2,010ACCOUNTS
Average Account Value$575,370
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, IA, IL, KS, MO, NM, TX