Michelle G. Deal
Professional summary
Michelle Garland Deal, who also goes by Michelle Garland Krohmer, Michelle` Garland Krohmer Ms., is a registered financial advisor currently at WHITE RIVER INVESTMENTS located in Cedar Park, Texas.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michelle has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Garland Deal's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2022 - Present
WHITE RIVER INVESTMENTS
February 5, 2019 - February 11, 2022
U.S. CAPITAL WEALTH ADVISORS, LLC
September 1, 2011 - March 4, 2018
STRATEGIC ADVISERS LLC
June 8, 2010 - February 27, 2018
FIDELITY BROKERAGE SERVICES LLC
February 4, 2008 - April 20, 2010
WELLS FARGO CLEARING SERVICES, LLC
January 15, 2008 - April 20, 2010
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/9/2022)
(3/9/2022)
Exams
Current Firm
WHITE RIVER INVESTMENTS
CRD#: 313722 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 22,763,849 |
Red Flags
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