Michael David Prescott
Investment adviser representative at Egi Financial, Inc.
35 yearsExperience
1 stateRegistered in
$348.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Egi Financial, Inc.Jan 2003 to now
- American Heritage SecuritiesAug 2002 to now
- Prescott BROS. HaircuttingApr 1991 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (OH).
Egi Financial, Inc.
$348.7MAssets managed
292Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4269647
- Firm CRD
- 120607