Michael Suggs, financial advisor Tyler TX
78 score

Michael Suggs

CRD Number: 5974003
Current Firm: Cuna Brokerage Services, Inc.

Michael Suggs (CRD# 5974003) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tyler, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Sep 2015 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Sep 2015 - Current 1
Wells Fargo Advisors LLC Longview, TX Apr 2014 - Sep 2015 1
Edward Jones St Louis, MO Sep 2011 - Apr 2014 2
Superior Imaging, LLC Harleton, TX Aug 2009 - Sep 2011 2
Grainger Industrial Supply Longview, TX Feb 2008 - Sep 2011 3
Philips Medical Systems Bothel, WA Sep 2001 - Feb 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael Suggs
Phone Number: 319-352-4090
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
78

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