Michael
Barranco
Invista Advisors
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About this Advisor
Michael Barranco is a financial advisor based in Montgomery, Alabama, working with Invista Advisors. Michael has previously held positions at Lpl Financial LLC, Mb Consulting, and Mcdonald & Hagen Wealth Management. Michael has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Michael is part of Invista Advisors, which operates out of Montgomery, Alabama. The firm has 2 offices and 8 employees. The firm manages assets totaling $462.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Invista Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Invista Advisors Brokerage Details
$462,356,039
8
994
$465,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Barranco Work History
Mcdonald & Hagen Wealth Management
Mb Consulting
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Michael Barranco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Invista Advisors
Montgomery, AL
Auburn, AL
Auburn, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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