Michael Neill (CRD# 1357016) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carbondale, IL and has over 38 years of experience in the finance industry. Michael Neill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6435912
Edward Jones
CRD# 5589427
Alliance Wealth Advisors
CRD# 6505776
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Mid Wealth Management | Carbondale, IL | Apr 2019 - Current | 5 |
| Diane Dorsey Trust #101 | Carbondale, IL | Feb 2017 - Current | 7 |
| Raymond James Financial Services, Inc. | Carbondale, IL | Aug 2015 - Current | 8 |
| Raymond James Financial Services Advisers Inc. | Carbondale, IL | Aug 2015 - Current | 8 |
| First Mid-illinois Bank & Trust | Carbondale, IL | Aug 2015 - Current | 8 |
| First Mid Wealth Management | Carbondale, IL | Aug 2015 - Current | 8 |
| Cetera Investment Advisers LLC | Murphysboro, IL | Jan 2014 - Aug 2015 | 1 |
| Trust Bank | Olney, IL | Jan 2010 - Aug 2015 | 5 |
| Cetera Investment Services LLC | St. Cloud, MN | Jul 2005 - Aug 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1992 |
- IL
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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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