MT
CFP · ChFC
MT
CFP · ChFC

Michael James Throckmorton

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
177 clients
Average Client Portfolio
$358K average
Assets Under Management
$63.4M

Fee Structure

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Location

107 Plaza Drive, Suite I/J, St. Clairsville, OH, 43950

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is a 50% owner of PFMICHAELS Financial Consultants, LLC, offering tax preparation, accounting services, and fixed insurance products, dedicating about a third of his time, more during peak season. He is also an employee of Foster Insurance, Inc. and self-employed, selling fixed insurance products, dedicating about 10-20% of his time and a few hours per week, respectively.

Employment History
Current Registrations
Investment Research CORP
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Its Asset Management, L.P.
January 2019 - August 2020 · 1 yr 7 mos
Investment Research CORP
January 2011 - December 2018 · 7 yrs 11 mos
World Capital Advisors, LLC
January 2009 - December 2010 · 1 yr 11 mos
Blue Vase Securities, LLC
September 2003 - December 2004 · 1 yr 3 mos
State Registrations5 states
AZOHPASCWV
Advisor
Exams
No exam information available for this advisor.