Michael Reynolds (CRD# 6224822) is an Investment Advisor Representative working at Elevation Financial LLC in Westfield, IN and has over 9 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevation Financial LLC | Westfield, IN | Feb 2019 - Current | 5 |
| Elevation Financial LLC | Westfield, IN | Jul 2018 - Current | 5 |
| Pfs Investments Inc. | Noblesville, IN | Apr 2014 - Feb 2019 | 4 |
| Primerica Financial Services | Noblesville, IN | Aug 2013 - Feb 2019 | 5 |
| Spinweb Internet Media, Inc. | Indianapolis, IN | Jul 1996 - Dec 2018 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- CA
- IL
- IN
- MA
- TX
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts375ACCOUNTS
-
Average Account Value$33,333
- 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, IL, IN, MA, TX
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