Michael SeefeldCRD Number: 6166866
Current Firm: 1st Global Advisors Inc.
Michael Seefeld (CRD# 6166866) is an Investment Advisor Representative working at 1st Global Advisors Inc. in The Woodlands, TX and has over 4 years of experience in the finance industry.
Ronald Blue & Company, LLC
Houston Wealth Management
Raymond James Financial Services Advisors, Inc.
|1st Global Advisors, Inc.||Conroe, TX||Apr 2013 - Current||5|
|1st Global Capital Corp||Conroe, TX||Feb 2013 - Current||5|
|Seefeld Lawson Moeller LP||The Woodlands, TX||Jul 2007 - Current||10|
|Seefeld & Company, P.c.||Montgomery, TX||Oct 2006 - Jun 2007||< 1|
|Mike Seefeld Cpa Sole Proprietor||Montgomery, TX||Jun 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY