Senior Wealth Advisor @ (July 2017 - November 2018)
Wealth Manager @ (March 2011 - August 2016)
Vice President @ (January 2009 - March 2011)
Financial Advisor @ (January 2008 - January 2009)
Vice President @ (March 2006 - October 2007)
Associate @ (February 2002 - March 2006)
Michael Baril Education
University of North Texas
Bachelor's Degree (BA in Economics)
The University of Dallas
Graduate School of Management (Center For Professional Development/ Certified Financial Planner)
Michael Baril Skills
Equities
Estate Planning
Portfolio Management
Securities
Series 63
Financial Advisory
Certified Financial
Investments
Asset Management
Certified Financial Planner
Fixed Income
Investment Management
Asset Allocation
Investment Advisory
Series 7
Retirement Planning
Wealth Management
Financial Planning
Mutual Funds
Michael Baril Summary
Michael Baril, based in Los Angeles, CA, US, is currently a Vice President | Executive Planning Consultant at Fidelity Investments. Michael Baril brings experience from previous roles at Reilly Financial Advisors, USAA, J.P. Morgan and Morgan Stanley. Michael Baril holds a Bachelor's Degree in BA in Economics @ University of North Texas. With a robust skill set that includes Equities, Estate Planning, Portfolio Management, Securities, Series 63 and more. Michael Baril has 2 emails and 1 mobile phone numbers on RocketReach.
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