![Michael Jurgensen, financial advisor Austin TX](/img/ws/profile-blank-sq.png)
Michael Jurgensen (CRD# 2257558) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 15 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
![Vincent Abio, financial advisor Austin TX](/img/ws/profile-blank-sq.png)
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Investment Services, LLC | Austin, TX | Aug 2020 - Current | 3 |
Kestra Advisory Services, LLC | Austin, TX | Aug 2020 - Current | 3 |
Unemployed | Irvine, CA | Jun 2020 - Jul 2020 | < 1 |
Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2015 - May 2020 | 4 |
First Allied Securities, Inc. | San Diego, CA | Feb 2015 - May 2020 | 5 |
Summit Brokerage Services, Inc. | Boca Raton, FL | Feb 2015 - May 2020 | 5 |
Cetera Advisor Networks LLC | El Segundo, CA | Aug 2014 - May 2020 | 5 |
Cetera Advisors LLC | Denver, CO | Aug 2014 - May 2020 | 5 |
Cetera Investment Services LLC | Saint Cloud, MN | Aug 2014 - May 2020 | 5 |
Cetera Financial Services LLC | Schaumburg, IL | Aug 2014 - May 2020 | 5 |
Cetera Investment Advisers LLC | Schaumburg, IL | Jul 2014 - May 2020 | 5 |
Girard Securities, Inc. | San Diego, CA | Nov 2015 - Nov 2017 | 2 |
Legend Equities Corporation | Palm Beach Gardens, FL | Feb 2015 - Dec 2016 | 1 |
Vsr Financial Services, Inc. | Overland Park, KS | Nov 2015 - Nov 2016 | 1 |
Investors Capital Corp | Lynnfield, MA | Feb 2015 - Nov 2016 | 1 |
J.p. Turner & Company, LLC | Atlanta, GA | Feb 2015 - Dec 2015 | < 1 |
Unemployed | Irvine, CA | Jan 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2009 |
S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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)
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, VI, VT, WA, WI, WV, WY
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