Michael French
CRD Number: 6501322Current Firm: Financial Gravity Family Office Services, LLC
Compensation Model: Fee Only
Michael French is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has 20 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Gravity Family Office Services, LLC | Lakeway, TX | Apr 2024 - Current | < 1 |
| 49 Wealth Management, LLC | Austin, TX | Jan 2023 - Apr 2024 | 1 |
| Thrivent Advisor Network, LLC | Austin, TX | Jul 2021 - Dec 2022 | 1 |
| Assetbuilder | Plano, TX | Jan 2019 - Jul 2021 | 2 |
| Assetbuilder | Plano, TX | Oct 2014 - Jan 2019 | 4 |
| Dimensional Fund Advisors | Austin, TX | Apr 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- TX
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Total Assets Under Management365MILLIONS
-
Total Number of Accounts2,654ACCOUNTS
-
Average Account Value$137,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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