MA
MA

Michael Agol

31 Years of Experience
Alpharetta, GA
1 DisclosureBrokerSells Insurance

Michael Agol is a registered investment advisor at Cetera Investment Advisers LLC, based in Alpharetta, GA, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5900 Windward Parkway, Suite 120, Alpharetta, GA, 30005

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History

Regulatory History (1)
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Customer Dispute
June 2002
Settled
Other Business ActivitiesSells Insurance

Michael is a partner at Burrows Capital Advisors, LLC, and sells fixed insurance products including life, fixed annuities, disability, and long-term care insurance. He also engages in education, rental property ownership, intellectual property review, business consulting, commercial real estate, and works as a financial professional at Ridge Capital Management, LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
September 2022 - March 2024 · 1 yr 6 mos
Hilltop Securities INC.
April 2012 - October 2022 · 10 yrs 6 mos
Hilltop Securities INC.Broker
March 2012 - October 2022 · 10 yrs 7 mos
Wells Fargo Advisors, LLC
January 2004 - March 2012 · 8 yrs 2 mos
Wachovia Securities, INC.
February 2002 - December 2002 · 10 mos
Wells Fargo Advisors, LLCBroker
January 2002 - March 2012 · 10 yrs 2 mos
UBS Painewebber INC.Broker
May 2000 - November 2001 · 1 yr 6 mos
Dean Witter Reynolds INC.Broker
March 1996 - May 2000 · 4 yrs 2 mos
Oppenheimer & CO., INC.Broker
August 1994 - March 1996 · 1 yr 7 mos
State Registrations11 states
AZCACOFLGAKYMTNCOHOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.