Michael Wertz (CRD# 4067130) is an Investment Advisor Representative working at Deep Blue Investment Advisors in Tampa, FL and has over 24 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wertz York Capital Management Group, LLC | Tampa, FL | Jun 2000 - Current | 23 |
| Securities America, Inc. | Omaha, NE | Nov 1999 - Current | 24 |
| Rizzetta & Company | Tampa, FL | Feb 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
- FL
- TX
-
Total Assets Under Management13,054MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$522,176,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
FL, TX
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