Michael Rose is a registered investment advisor, based in Missouri City, TX, with 24 years of industry experience.
Location
614 Texas Parkway, Ste 300, Missouri City, TX, 77489
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells equity indexed annuities through Avantax Insurance Agency. He also oversees accounting for Letmar Group, is a partner at L3M's LP, provides tax and bookkeeping services through Michael Rose, CPA PC, and is president of HHO Sugarland, a carbon cleaning business, dedicating about a quarter of his time to the CPA business.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
PFS Investments INC.Broker
State Registrations7 states
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