Michael CutbirthCRD 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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|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|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$112,030
- 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)
- Educational seminars/workshops
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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