Michael Hostick (CRD# 4353542) is an Investment Advisor Representative working at Live Oak Investment Partners in West Lake Hills, TX and has over 22 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale, FL | Nov 2022 - Current | 1 |
| Live Oak Investment Partners | Austin, TX | Jul 2019 - Current | 4 |
| Cantella & Company, Inc. | Malden, MA | Oct 2019 - Nov 2022 | 3 |
| Raymond James & Associates, Inc. | Austin, TX | Jan 2015 - Oct 2019 | 4 |
| Oppenheimer & Company Inc. | Houston, TX | Mar 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management185MILLIONS
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Total Number of Accounts747ACCOUNTS
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Average Account Value$248,002
- 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
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, GA, TX
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