Michelle Ogden & Company, LLC
Michelle Ogden & Company, LLC (CRD# 144640) is a financial advisory firm headquartered in Winter Park, FL. They manage $2,227,651 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$247,517
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Michelle Ogden (CRD# 3259477) is an Investment Advisor Representative working at Michelle Ogden & Company, LLC in Winter Park, FL and has over 18 years of experience in the finance industry. Michelle Ogden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.