Michael Roper (CRD# 2918514) is an Investment Advisor Representative working at Wells Fargo Advisors in Tallahassee, FL and has over 20 years of experience in the finance industry.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1561147
Amb Wealth, LLC
CRD# 5391298
Calton & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Wells Fargo Advisors Financial Network, LLC | Tallahassee, FL | Sep 2022 - Current | 2 |
Wells Fargo Clearing Services, LLC | Tallahassee, FL | Jul 2019 - Sep 2022 | 3 |
Mml Distributors, LLC | Tallahassee, FL | Jan 2013 - Jul 2019 | 6 |
Massachusetts Mutual Life Insurance Company | Tallahassee, FL | Jan 2013 - Jul 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2004 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- FL
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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