Michael Yacoub (CRD# 6519223) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Sandwich, MA and has over 3 years of experience in the finance industry.
CRD# 2010717
Lpl Financial LLC
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Wellesley, MA | Sep 2022 - Current | 1 |
| Td Private Client Wealth LLC | Wellesley, MA | Sep 2022 - Current | 1 |
| Td Private Wealth LLC | Cherry Hill, NJ | May 2020 - Sep 2022 | 2 |
| Td Bank N.a. | Hyannis, MA | Jan 2019 - Sep 2022 | 3 |
| Nylife Securities LLC | Waltham, MA | Jan 2016 - Dec 2018 | 2 |
| New York Life Insurance Company | Waltham, MA | Jun 2015 - Dec 2018 | 3 |
| Boston College | Newton, MA | Aug 2007 - Jun 2015 | 7 |
| Rockland Trust | Newton, MA | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
| S63 | Uniform Securities State Law Examination | Sep 2023 |
- FL
- MA
- NJ
- NY
- RI
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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