Michael Markiewicz, financial advisor Sugar Land TX
89 score

Michael Markiewicz

CRD Number: 6181892
Current Firm: Lincoln Investment

Michael Markiewicz (CRD# 6181892) is an Investment Advisor Representative working at Lincoln Investment in Sugar Land, TX and has over 3 years of experience in the finance industry.

Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Sugar Land TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Score
106
Similar Advisors
Matthew Goff, financial advisor Sugar Land TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Score
105
Similar Advisors
Richard Lambert, financial advisor Sugar Land TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Score
102
Company Name Location Dates Years
Dearborn & Creggs Sugarland, TX Sep 2015 - Current 1
Lincoln Investment Wyncote, PA Sep 2015 - Current 1
Pfs Investments Inc. Houston, TX May 2013 - Current 3
Primerica Financial Services Houston, TX Aug 2012 - Current 4
Accounting Principals Inc. Houston, TX Sep 2012 - Mar 2014 1
Unemployed Houston, TX Jun 2012 - Sep 2012 < 1
The Hiring Source Houston, TX Mar 2012 - Jun 2012 < 1
Unemployed Houston, TX Dec 2011 - Mar 2012 < 1
Aerotek Cincinnati, OH Jun 2011 - Dec 2011 < 1
Unemployed Cincinnati, OH Dec 2010 - Jun 2011 < 1
Nynas Usa, Inc. Houston, TX Aug 2009 - Dec 2010 1
Unemployed Houston, TX May 2009 - Aug 2009 < 1
Purdue University West Lafayette, IN Jan 2005 - May 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Michael Markiewicz
Phone Number: 215-887-8111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from Michael Markiewicz and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.