Michael Patrick Agurkis
CFP®Professional Summary
Michael Patrick Agurkis, CFP® is a registered financial advisor currently at COMMONWEALTH FINANCIAL PLANNERS INC located in Roswell, Georgia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Roswell, Georgia. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
COMMONWEALTH FINANCIAL PLANNERS INC
Contact Information
Main Address
1033 Canton Street, Roswell, GA 30075Phone Number
(770) 399-6644# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
316AUM (Assets Under Management)
$227,631,060Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
COMMONWEALTH FINANCIAL PLANNERS INC
State Registrations and Notice Filings
(1/9/2014)
(2/3/2023)
(4/23/2019)
(3/4/2021)
(1/9/2014)
(1/9/2014)
(1/9/2007)
(4/2/2014)
(1/9/2014)
(2/13/2018)
(12/20/2021)
(5/22/2026)
(1/9/2014)
(1/9/2014)
(7/26/2022)
(9/5/2025)
(1/10/2014)
(4/13/2026)
(2/2/2026)
(4/27/2023)
(1/9/2014)
(1/9/2014)
(4/8/2014)
(1/3/2017)
(12/19/2025)
(1/19/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Dec 2019About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Dec 2019About the Series 10 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Agurkis's CRS (Customer Relationship Summary).
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