Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Magruder is a financial advisor registered with Avantax Advisory Services. Michael is a licensed Registered Representative and Investment Advisor Representative, registered with the state of Virginia and holds a Series 6 and Series 63 licenses. Michael has worked as a financial advisor since 1994. Michael is a member of the Avantax Advisory Services team in Ashburn, Virginia. In addition to his role with Avantax Advisory Services, Michael owns and operates Michael J Magruder CPA, a tax preparation and accounting firm. He is also an agent for HD Vest Insurance Agency, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
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2
VA
09/24/2002 - Present
Avantax Advisory Services (ASHBURN VA)
TX
07/27/1994 - 07/31/2002
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 10/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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