Michael Finch (CRD# 6477940) is an Investment Advisor Representative working at Finch Wealth Management, LLC in Altus, OK and has over 2 years of experience in the finance industry.
CRD# 4587843
Cetera Investment Advisers LLC
CRD# 6428473
Edward Jones
CRD# 6797671
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Finch Wealth Management, LLC | Altus, OK | Mar 2021 - Current | 3 |
| Fsi-defense | Altus, OK | Nov 2018 - Current | 5 |
| L3 Communications | Altus, OK | Aug 2016 - Nov 2018 | 2 |
| Finch Wealth Management, LLC | Tucson, AZ | Jul 2015 - Jul 2016 | 1 |
| United States Air Force | Altus, NJ | Sep 1991 - Jul 2015 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- OK
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$185,371
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OK
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