Michael Halper (CRD# 7249605) is an Investment Advisor Representative working at Escient Financial LLC in Simi Valley, CA and has over 4 years of experience in the finance industry. Michael Halper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6770924
Wealth Management Partners Of Los Angeles
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Quantum Financial Advisors, LLC
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Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Escient Financial LLC | Simi Valley, CA | Apr 2020 - Current | 4 |
| Escient Studios | Simi Valley, CA | Jan 2012 - Apr 2020 | 8 |
| Escient Digital | Simi Valley, CA | Jan 2001 - Apr 2020 | 19 |
| Member Of Iatse Local 600 | Los Angeles, CA | May 2008 - Dec 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$20,200
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA
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