Michael Escobar
Michael Escobar is a registered investment advisor at Cetera Investment Advisers LLC, based in Haslet, TX, with 15 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
Firm Size
IM Fee
Assets Under Management
Location
Haslet, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2022Employment Separation After Allegations
July 2014Other Business ActivitiesSells Insurance
Michael operates his financial service company under the name Retire Guides, LLC, providing financial advice, investment purchases, and tax preparation, dedicating nearly full-time hours to it. He also serves as an insurance agent through The Advisor Group and Avantax Insurance Agency/Services, and has ownership stakes in Escobar Financial Group, rental property, and AM Biz Realty, LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Summit Brokerage Services, INC.Broker
LPL Financial LLCBroker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations13 states
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.