Michael
Babcock

Origin Investment Advisory LLC

CRD#5172396
Investment Advisor
in Burleson, TX

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About this Advisor

Michael Babcock is a financial advisor based in Burleson, Texas, working with Origin Investment Advisory LLC. Michael has previously held positions at Legacy Consulting Group, Perryman Securities, Inc, Origin Financial, and Azure Sky Financial Life Planning, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Michael is part of Origin Investment Advisory LLC, which operates out of Burleson, Texas. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Burleson, TX

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Origin Investment Advisory LLC Brokerage Details

Total Assets Under Management

$548,444

TX Average: $16,012,751,954
Total Number of Employees

164

TX Average: 118
Total Number of Accounts

133

TX Average: 4,567
Average Account Size

$4,124

TX Average: $3,506,186

Investment Advisory Services

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

Michael Babcock Work History

2021 - Present (3 years)

Origin Financial

2020 - Present (4 years)

Azure Sky Financial Life Planning, LLC

2014 - 2020 (6 years)

Legacy Consulting Group

2014 - 2020 (6 years)

Perryman Securities, Inc

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 Investment Advisory LLC

Michael Babcock
Burleson, TX
Han Xue
Boston, MA
Paul Carriere
Boston, MA
Grant Maddox
Charleston, SC
Susan Gardiner
Saunderstown, RI
Jane Mepham
Austin, TX
John Piershale
Crystal Lake, IL
Marcus Miller
Boston, MA

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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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.

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