Michael Loader is a registered investment advisor, based in San Antonio, TX, with 23 years of industry experience.
Location
4079 De Zavala Road, San Antonio, TX, 78249
Get directionsHistory
Regulatory History
Clean regulatory record
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 Activities
Michael operates under the DBA Partners Wealth Management, providing advice based on a fixed percentage of retirement plan assets. This activity takes about half of Michael's time.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
LPL Financial LLC
November 2009 - March 2013 · 3 yrs 4 mos
LPL Financial LLCBroker
August 2007 - May 2019 · 11 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
January 2005 - June 2007 · 2 yrs 5 mos
Edward JonesBroker
July 2002 - January 2005 · 2 yrs 6 mos
State Registrations7 states
ARIAIDINMTOKTX
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.