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Michael H

Series 66

Edinburg, TX

Roosevelt Advisors LLC

Michael Haralson is a financial advisor at Roosevelt Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Roosevelt Advisors since 2016. Outside of his advisory role, he is the president and owner of Article II Industries, an outdoor sporting goods company. Roosevelt Advisors provides portfolio management and financial planning services primarily for individual clients and business development companies. The firm offers both discretionary and non-discretionary asset management, references third-party managers, and integrates an affiliated insurance practice alongside its advisory services.

Wealth management Retirement income strategy Tax-loss harvesting General estate planning guidance
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David F

Series 66

Edinburg, TX

Roosevelt Advisors LLC

David Fowler is a financial advisor at Roosevelt Advisors LLC in Edinburg, TX, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at National Advisor Group, Inc., ProEquities, Inc., and his own sole proprietorship. Outside of advising, he is also licensed as an insurance agent. Roosevelt Advisors provides portfolio management and financial planning services primarily for individual clients and business development companies. The firm offers tailored investment strategies, manages accounts directly, and refers clients to monitored third‑party managers, alongside maintaining an affiliated insurance practice.

Wealth management Retirement income strategy Tax-loss harvesting General estate planning guidance
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