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Michael Stockman

26 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance

Michael Stockman is a registered investment advisor, based in Houston, TX, with 26 years of industry experience.

Location

950 Echo Ln, Suite 370, Houston, TX, 77024

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History

Regulatory History (1)
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Judgment / Lien
August 2019
Other Business ActivitiesSells Insurance

Michael is an independent insurance agent since 2013 and a real estate agent with Keller Williams Realty Clear Lake since 2018 and EXP Realty since 2023. He also works as an advisory representative of a RIA, CIRA, dedicating about a quarter of his time.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2013 - Present · 13 yrs 2 mos
Cambridge Investment Research Advisors, INC.
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
February 2009 - March 2013 · 4 yrs 1 mo
LPL Financial LLC
February 2009 - March 2013 · 4 yrs 1 mo
Aig Retirement Advisors, INC.
May 2003 - February 2009 · 5 yrs 9 mos
Aig Retirement Advisors, INC.Broker
December 1999 - February 2009 · 9 yrs 2 mos
The Variable Annuity Marketing CompanyBroker
December 1999 - December 2001 · 2 yrs
State Registrations5 states
CACOKSTXWA
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.
Michael Stockman - Financial Advisor | TrueAdvisor