Michael TolliverCRD Number: 6129399
Current Firm: Mallard Advisors
Michael Tolliver (CRD# 6129399) is an Investment Advisor Representative working at Mallard Advisors in Hockessin, DE and has over 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Mallard Advisors||Hockessin, DE||Nov 2017 - Current||< 1|
|Navy Federal Brokerage Services, LLC||Aurora, CO||Jan 2017 - Oct 2017||< 1|
|Navy Federal Brokerage Services, LLC||Aurora, CO||Apr 2016 - Oct 2017||1|
|Navy Federal Financial Group, LLC||Aurora, CO||Apr 2016 - Oct 2017||1|
|Lpl Financial LLC||Westminster, CO||Dec 2014 - Apr 2016||1|
|Larson Financial Group, LLC||St. Louis, MO||Oct 2012 - Dec 2014||2|
|Larson Financial Securities, LLC||St. Louis, MO||Oct 2012 - Dec 2014||2|
|Covenant Theological Seminary||St. Louis, MO||Aug 2007 - Aug 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management125MILLIONS
Total Number of Accounts409ACCOUNTS
Average Account Value$304,862
- A percentage of assets under your management
- 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)
DE, MD, PA
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