Michael Gotfredson (CRD# 4512937) is an Investment Advisor Representative working at Cyndeo Wealth Partners in Saint Petersburg, FL and has 1 year of experience in the finance industry.
CRD# 5159569
Primerica Advisors
CRD# 6673621
Econologics Financial Advisors
CRD# 4691463
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cyndeo Wealth Partners | San Diego, CA | Jun 2021 - Current | 2 |
| Road Runner Sports | San Diego, CA | Jan 2006 - Current | 18 |
- CA
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Total Assets Under Management1,997MILLIONS
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Total Number of Accounts3,924ACCOUNTS
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Average Account Value$508,846
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, CA, CO, CT, DE, FL, GA, IN, LA, MA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, SC, TN, TX, VA
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