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Michael Patrick Agurkis

COMMONWEALTH FINANCIAL PLANNERS INC·ROSWELL, Georgia
SIE, Series 7, Series 9, Series 10, Series 66CFPClean record12 years registeredCOMMONWEALTH FINANCIAL PLANNERS INC
1033 CANTON STREET, ROSWELL, GA 30075CRD# 4969895Firm CRD# 106831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Patrick Agurkis · ROSWELL, GA
Registration
CRD #4969895 · COMMONWEALTH FINANCIAL PLANNERS INC · 12 years registered
Brand Profile
Not yet started
01

Career History

COMMONWEALTH FINANCIAL PLANNERS INC
Apr 2014 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 66
Registration record
First registered · April 2, 2014
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831 · SEC 801-112991
AUM
$180M
Regulatory assets under management
Employees
4
311 client accounts
Services offered by COMMONWEALTH FINANCIAL PLANNERS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COMMONWEALTH FINANCIAL PLANNERS INC →
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05

Frequently Asked Questions

What services does Michael Patrick Agurkis offer?
Michael Patrick Agurkis specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Michael Patrick Agurkis's credentials?
Michael Patrick Agurkis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Patrick Agurkis located?
Michael Patrick Agurkis is based in ROSWELL, Georgia, working with COMMONWEALTH FINANCIAL PLANNERS INC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Michael Patrick Agurkis charge for services?
Michael Patrick Agurkis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONWEALTH FINANCIAL PLANNERS INC?
COMMONWEALTH FINANCIAL PLANNERS INC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Norman Douglas Shirley
ROSWELL, GA
CFP

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