Michael A. Partlow
Professional summary
Michael A Partlow, who also goes by Michael Allen Partlow, Michael A Partlow, Michael Partlow, is a registered financial advisor currently at MONARCH WEALTH STRATEGIES located in Los Angeles, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael A Partlow's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2024 - Present
MONARCH WEALTH STRATEGIES
Office #1: 6430 Sunset Blvd., Suite 1433, Los Angeles, CA 90028July 21, 2022 - July 5, 2023
FIDELITY BROKERAGE SERVICES LLC
January 14, 2020 - April 7, 2022
TD AMERITRADE, INC.
Primary Firm SEC Registration
MONARCH WEALTH STRATEGIES
CRD#: 136029 / SEC#: 801-118775
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2024)
Exams
Series 7TO
Date: 1/14/2020
General Securities Representative ExaminationCurrent Firm
MONARCH WEALTH STRATEGIES
CRD#: 136029 / SEC#: 801-118775
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 976 |
| AUM (Assets Under Management) | $ 434,765,478 |
Red Flags
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