Michael Kothakota

from Wolfbridge Wealth
SEC regulated
Regulated Investment Advisor
Michael Kothakota is a financial advisor based in North Carolina, Durham, with 19 years of experience. Michael currently works for Wolfbridge Wealth. Michael maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Michael Kothakota works at Wolfbridge Wealth
Wolfbridge Wealth is a financial advisory firm based in Durham, North Carolina. It currently has approximately $48,720,000 of assets under management and employs about 3 people. Wolfbridge Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4819 Emperor Boulevard, Suite 400, Durham, North Carolina, 27703

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