Michael
Agurkis
Commonwealth Financial Planners Inc
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About this Advisor
Michael Agurkis is a certified financial planner working in Roswell, Georgia with 9 years of industry experience. Agurkis works at Commonwealth Financial Planners Inc. Agurkis has gained experience at Raymond James Financial Services, Inc, Commonwealth Financial Planners Inc and Non-Variable Insurance. Agurkis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Commonwealth Financial Planners Inc is a firm based out of Roswell, GA. It handles $156 million in total assets among its 307 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 307 accounts, 45% belong to high-net-worth investors who have more than $1 million in assets. Commonwealth Financial Planners Inc performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically depend on which services are offered. However, fees billed by Commonwealth Financial Planners Inc likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Planners Inc Brokerage Details
$156,199,729
4
307
$508,794
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Agurkis Work History
Michael has been registered as a financial advisor for 9 years.*
Raymond James Financial Services, Inc
Commonwealth Financial Planners Inc
Non-Variable Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Agurkis 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 Commonwealth Financial Planners Inc
Roswell, GA
Roswell, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
