Michael Fitch (CRD# 1449911) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 38 years of experience in the finance industry.
CRD# 5181019
Raymond James Financial Services Advisors, Inc.
CRD# 2980214
Equitable Advisors, LLC
CRD# 4274602
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Second Half Financial Partners, LLC | Sebring, FL | Jan 2021 - Current | 3 |
| Swaine & Leidel Wealth Services, LLC | Sebring, FL | Feb 2018 - Jan 2021 | 2 |
| Wells Fargo Clearing Services, LLC | Sebring, FL | Feb 2009 - Feb 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1985 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1991 |
- FL
- MI
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts1,492ACCOUNTS
-
Average Account Value$190,333
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, MI, TX
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