Michael Baran (CRD# 5937860) is an Investment Advisor Representative working at Invesco Advisers, Inc. in San Francisco, CA and has over 3 years of experience in the finance industry.
CRD# 4512665
Blossom Wealth Management, LLC
Score
108
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
CRD# 4105009
Lowery Thomas, LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco Distributors, Inc. | Houston, TX | Jul 2015 - Current | 1 |
| Invesco Advisers, Inc. | Atlanta, GA | Jul 2015 - Current | 1 |
| Alliancebernstein | New York, NY | Apr 2014 - Jul 2015 | 1 |
| Unemployed | Kingston, MA | Dec 2013 - Apr 2014 | < 1 |
| Las Vegas Wranglers | Las Vegas, NV | Sep 2012 - Nov 2013 | 1 |
| Unemployed | Kingston, MA | May 2013 - Sep 2013 | < 1 |
| Alaska Aces | Anchorage, AK | Jan 2013 - Apr 2013 | < 1 |
| Mississippi River Kings | Southaven, MS | Sep 2012 - Jan 2013 | < 1 |
| Unemployed | Duxbury, MA | May 2012 - Sep 2012 | < 1 |
| Amherst College | Amherst, MA | Sep 2008 - May 2012 | 3 |
| Unemployed | Duxbury, MA | Jun 2007 - Sep 2008 | 1 |
| Thayer Acadamy | Braintree, MA | Sep 2005 - Jun 2007 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- TX
-
Total Assets Under Management401,088MILLIONS
-
Total Number of Accounts21,346ACCOUNTS
-
Average Account Value$18,789,823
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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
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