Michael West (CRD# 1560715) is an Investment Advisor Representative working at Avantax Advisory Services in Concord, CA and has over 28 years of experience in the finance industry.
CRD# 2531770
Ubs Financial Services Inc.
CRD# 4586809
Cetera Investment Advisers LLC
CRD# 6153090
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| De Rancho Mobile Home Park | Bakersfield, CA | Dec 2020 - Current | 3 |
| Willows Investors At Camp Verde | Concord, AZ | Jan 2017 - Current | 7 |
| Rental Property | Clayton, CA | Oct 2004 - Current | 19 |
| Avantax Advisory Services | Concord, CA | Nov 1994 - Current | 29 |
| Avantax Investment Services, Inc. | Concord, CA | Aug 1986 - Current | 37 |
| Micharl West, Ea | Concord, CA | Jan 1978 - Current | 46 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- CA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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