James McMichael, financial advisor Atlanta GA
89 score

James McMichael

CRD Number: 6231645
Current Firm: The Ayco Company,l.p.

James McMichael (CRD# 6231645) is an Investment Advisor Representative working at The Ayco Company,l.p. in Atlanta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Atlanta, GA Apr 2013 - Current 3
King Real Estate Advisors, LLC Atlanta, GA Jan 2012 - Current 4
Georgia State University Atlanta, GA Aug 2010 - May 2012 1
Keller Williams Realty Atlanta Metro East Conyers, GA Jan 2011 - Dec 2011 < 1
Smith Real Estate Services, Inc. Atlanta, GA May 2010 - Dec 2010 < 1
Reynolds Plantation Greensboro, GA Aug 2006 - May 2010 3
University Of Georgia Athens, GA Jan 2007 - May 2009 2
Liberty Street Investment Management Athens, GA Apr 2008 - Oct 2008 < 1
Coldwell Banker Upchurch Realty Athens, GA Jan 2007 - Aug 2007 < 1
Trend Atlanta Realty Alpharetta, GA Aug 2005 - Jan 2007 1
Georgia State University Atlanta, GA Aug 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for James V. McMichael
Phone Number: 518-886-4000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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