1. Wealthminder
  2. Fredericksburg, TX
Michael Flores, financial advisor Fredericksburg TX

Michael Flores

CRD Number: 5910535
Current Firm: Cetera Investment Advisers LLC

Michael Flores (CRD# 5910535) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fredericksburg, TX and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2024 - Current < 1
Cetera Advisors LLC Saint Cloud, MN Jan 2021 - Current 3
Provident Wealth Management Fredericksburg, TX Jan 2021 - Current 3
Jp Morgan Security LLC San Antonio, TX Jun 2013 - Jan 2021 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Michael Flores
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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