Michael McVoy (CRD# 736777) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 42 years of experience in the finance industry.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 1702479
Tcfg Investment Advisors, LLC
CRD# 2967657
Spectrum Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Aspen, CO | Jul 2014 - Current | 9 |
| Raymond James Financial Services, Inc. | Aspen, CO | Oct 1997 - Current | 26 |
| Sullivan & Associates | Aspen, CO | Oct 1995 - Aug 2018 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1981 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- CO
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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