Michelle Orcutt, financial advisor Corpus Christi TX

Michelle Orcutt

CRD Number: 4507533
Current Firm: Raymond James Financial Services Advisors, Inc.

Michelle Orcutt (CRD# 4507533) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corpus Christi, TX and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Mbm Partners LLC Corpus Christi, TX Feb 2019 - Current 5
Raymond James Financial Services, Inc. Corpus Christi, TX Jan 2019 - Current 5
Raymond James Financial Services Advisors, Inc. Corpus Christi, TX Jan 2019 - Current 5
Coastal Bend Wealth Partners Corpus Christi, TX Jan 2019 - Current 5
Wells Fargo Clearing Services, LLC Corpus Christi, TX Nov 2016 - Jan 2019 2
Wells Fargo Advisors LLC Corpus Christi, TX May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Michelle B. Orcutt
Phone Number: 727-567-3020
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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