Michael
Babcock
Origin Financial
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About this Advisor
Michael Babcock is a certified financial planner based in Burleson, Texas with a total of 2 years of relevant experience. Babcock is an employee of Origin Financial. Over the course of their career, Babcock has held roles at Spinnaker Financial Advisors, LLC, Howard Financial Services, Legacy Consulting Group, Perryman Securities, Inc, Origin Financial and Azure Sky Financial Life Planning, LLC. Babcock has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Origin Financial is a financial advisory firm based in Boston, MA. It administers $478 thousand in assets under management between its 23 customer accounts, making it one of the smaller firms in the country by assets under management. Origin Financial has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually are based on the type of services. Fee types charged by Origin Financial may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Babcock Work History
Michael has been registered as a financial advisor for 2 years.*
Origin Financial
Azure Sky Financial Life Planning, LLC
Legacy Consulting Group
Perryman Securities, Inc
Howard Financial Services
Spinnaker Financial Advisors, LLC
*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 Babcock 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 Origin Financial
Saunderstown, RI
Boston, MA
Grovetown, GA
Boston, MA
Boston, MA
Boston, MA
Culver City, CA
Fort Worth, TX
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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.
