Michael Colvin (CRD# 4477166) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 22 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Vancouver, WA | Aug 2017 - Current | 6 |
| Financial Advocates Investment Management | Vancouver, WA | Aug 2017 - Current | 6 |
| Evergreen School District | Camas, WA | Nov 2009 - Current | 14 |
| J.p. Morgan Securities LLC | Vancouver, WA | Oct 2012 - May 2017 | 4 |
| Wm Financial Services, Inc. | Portland, OR | Oct 2005 - May 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management3,855MILLIONS
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Total Number of Accounts19,268ACCOUNTS
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Average Account Value$200,056
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
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