Michael Klein is a registered investment advisor, based in New Orleans, LA, with 5 years of industry experience.
Location
858 Camp Street, New Orleans, LA, 70130
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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 is the President of Pacific Pointe Advisors, an S Corp, and dedicates minimal time to it. He is also an advisor with NewEdge Advisors, LLC, dedicating full-time hours, and a licensed insurance agent selling life insurance and annuities.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Gerber Kawasaki Wealth & Investment Management
State Registrations22 states
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