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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allard is an investment advisor representative at Freestone Capital Management, LLC. Michael has been in the financial services industry since 1994 and has a strong track record of success. Michael holds the Series 63 and Series 65 licenses and is registered to provide investment advisory services in California. Michael is a member of the firm's investment advisory team and specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Michael is committed to providing his clients with personalized investment advice and guidance. Michael is dedicated to helping clients achieve their financial goals and build a strong financial future.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
05/17/2019 - Present
Freestone Capital Management, LLC (SAN FRANCISCO CA)
CA
12/15/2003 - 01/03/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
05/26/1994 - 12/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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