Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Levingston is an investment advisor representative at Cambridge Investment Research Advisors, Inc. based in Wimberley, TX. Michael has been in the securities industry since June 19, 2003. Michael is registered with the state of Texas as an investment advisor representative and is also registered with FINRA. Michael has passed the Series 66, Series 31, Series 7 and SIE exams. Michael has a strong history of working with clients, and has a proven track record of success. Michael is committed to providing clients with personalized financial advice, and is dedicated to helping them achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
10/11/2012 - Present
Cambridge Investment Research Advisors, Inc. (Wimberley TX)
TX
08/25/2008 - 09/21/2012
WUNDERLICH SECURITIES, INC. (PLANO TX)
TX
08/17/2007 - 09/18/2008
RIVERSTONE WEALTH MANAGEMENT, INC. (DALLAS TX)
TX
08/01/2003 - 08/21/2007
LINSCO/PRIVATE LEDGER CORP. (IRVING TX)
MN
05/19/2003 - 06/30/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/19/2003 - 06/30/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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