Michael Digaetano, financial advisor Lakeway TX

Michael Digaetano

CRD Number: 2378300
Current Firm: Independent Financial Group, LLC

Michael Digaetano (CRD# 2378300) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lakeway, TX and has over 29 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Independent Financial Group Lewiston, NY Oct 2016 - Current 7
Summit Brokerage Services Inc. West Lake Hills, TX Aug 2015 - Oct 2016 1
Jp Turner & Co Capital Managment LLC West Hills, TX Sep 2007 - Nov 2015 8
Jp Turner And Company Priceton, NJ Apr 2001 - Nov 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S66 NASAA Uniform Combined State Law Examination Aug 2007
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael L. Digaetano
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,751
    MILLIONS
  • Total Number of Accounts
    30,369
    ACCOUNTS
  • Average Account Value
    $222,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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