MICHAEL BERT COURSEY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2026-01-15 | present | Yes |
| CLEARVIEW WEALTH ADVISORS, LLC | 2019-11-28 | 2026-07-21 | — |
| CAPSTONE WEALTH ADVISORS, LLC | 2017-03-10 | 2019-12-13 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2012-09-28 | 2017-03-14 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-09-21 | 2012-10-02 | — |