Michael Balch is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IP FINANCIAL ADVISORY SERVICES LLC | 2023-12-01 | present | Yes |
| IPI WEALTH MANAGEMENT, INC. | 2018-01-02 | 2022-12-20 | — |
| CEDAR CAPITAL, LLC | 2015-02-05 | 2017-12-31 | — |
| GOOD HARBOR FINANCIAL | 2013-06-06 | 2015-01-02 | — |
| NAPLES ASSET MANAGEMENT CO., LLC | 2009-12-09 | 2011-11-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-12-01 | 2007-07-27 | — |