Michael Cutbirth, financial advisor Richmond TX

Michael Cutbirth

CRD Number: 2635216
Current Firm: Oneamerica Securities, Inc.

Michael Cutbirth (CRD# 2635216) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Richmond, TX and has over 27 years of experience in the finance industry. Michael Cutbirth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Oneamerica Securities Richmond, TX Dec 2021 - Current 1
American United Life Richmond, TX Oct 2021 - Current 1
Premium 72 Capital Houston, TX Mar 2021 - Dec 2021 < 1
R.m. Stark & Company Inc. Lake Worth Beach, FL Mar 2021 - Apr 2021 < 1
R.m. Stark & Company, Inc. Lake Worth Beach, FL Mar 2021 - Mar 2021 < 1
Lincoln Financial Securities Corp Sugarland, TX Jul 2008 - Mar 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Michael P. Cutbirth
Phone Number: 877-285-3863
Registered State(s):
  • CA
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    219
    MILLIONS
  • Total Number of Accounts
    1,957
    ACCOUNTS
  • Average Account Value
    $112,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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