Michael LittledikeCRD Number: 5917320
Current Firm: Allegis Investment Advisors, LLC
Michael Littledike (CRD# 5917320) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Sandy, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Allegis Investment Advisers, Llc Fka Bowengroup Advisors LLC||Idaho Falls, ID||Feb 2013 - Current||3|
|Mbl Financial, Llc Dba Capita Financial Network||Highland, UT||Jan 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management380MILLIONS
Total Number of Accounts3,500ACCOUNTS
Average Account Value$108,571
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA