Michael Brewer (CRD# 5546428) is an Investment Advisor Representative working at Wealthsource® in Austin, TX and has over 14 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 4734244
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthsource Partners, LLC | Austin, TX | Mar 2021 - Current | 2 |
| Surepath Wealth Management, LLC | Austin, TX | Mar 2016 - Current | 7 |
| Simple Medicare, LLC | Austin, TX | Mar 2015 - Mar 2019 | 4 |
| Pennington Financial Group | Gold River, CA | Jun 2014 - May 2015 | < 1 |
| Dfa Securities Llc / Dimensional Fund Advisor LP | Austin, TX | Jun 2010 - Apr 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
- CA
- TX
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Total Assets Under Management1,928MILLIONS
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Total Number of Accounts5,116ACCOUNTS
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Average Account Value$376,902
- 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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