Michael
Barranco

Mcdonald & Hagen Wealth Management

CRD#4825738
Investment Advisor
in Montgomery, AL

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About this Advisor

Michael Barranco is an advisor who is based out of Montgomery, Alabama. Currently an investment advisor with Mcdonald & Hagen Wealth Management, Barranco has 13 years of professional experience. Barranco has Series 66 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Barranco can operate based out of Alabama. Over the course of their career, they have held roles at Lpl Financial LLC, Mb Consulting and Mcdonald & Hagen Wealth Management. Mcdonald & Hagen Wealth Management is headquartered in Montgomery, Alabama, and operates out of two other locations across the United States. Overall, Mcdonald & Hagen Wealth Management oversees $342 million in assets across 997 accounts and employs 12 staff members. The amount of assets the firm manages makes it one of the mid-sized financial advisory firms in the United States. The firm manages 948 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Mcdonald & Hagen Wealth Management provides financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

350 Leavell Circle
Montgomery, AL 36117

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Mcdonald & Hagen Wealth Management Brokerage Details

Total Assets Under Management

$341,934,986

AL Average: $1,620,585,161
Total Number of Employees

12

AL Average: 52
Total Number of Accounts

997

AL Average: 1,560
Average Account Size

$342,964

AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Barranco Work History

Michael has 13 years of experience.

2018 - Present (3 years)

Mcdonald & Hagen Wealth Management

2016 - Present (5 years)

Mb Consulting

2007 - 2015 (8 years)

Lpl Financial LLC

Disclosures

Michael Barranco has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mcdonald & Hagen Wealth Management

Lisa Free
Montgomery, AL
Michael Barranco
Montgomery, AL
Jason Bryant
Montgomery, AL
Mary Smith
Montgomery, AL
Carl Mcdonald
Montgomery, AL
Michael Barranco
Montgomery, AL
James Perry
Montgomery, AL
Daniel Sloan
Montgomery, AL

This content was compiled from the SEC and FINRA.

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