Michael Stewart (CRD# 5941515) is an Investment Advisor Representative working at Barr Financial Services, LLC in Winter Park, FL and has over 10 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Triad Advisors | Norcross, GA | Feb 2018 - Current | 6 |
Barr Financial Services | Winter Park, FL | Jan 2018 - Current | 6 |
Vitazon Distributors, LLC | Daytona Beach, FL | Jan 2017 - Mar 2021 | 4 |
Midwestern Construction, Inc. | Daytona Beach, FL | Jan 2017 - Aug 2017 | < 1 |
Time Release Group, Inc. | Daytona Beach, FL | Jul 2016 - Oct 2016 | < 1 |
Pfm Fund Distributors, Inc. | Orlando, FL | Sep 2013 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
S63 | Uniform Securities State Law Examination | Jan 2014 |
- FL
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts671ACCOUNTS
-
Average Account Value$299,824
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, GA, NC, TX
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