Michael SaboCRD Number: 1028094
Current Firm: Raymond James Financial Services Advisors, Inc.
Michael Sabo (CRD# 1028094) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greensburg, PA and has over 35 years of experience in the finance industry. Michael Sabo 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.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Raymond James Financial Services Advisors, Inc.||Greensburg, PA||Jan 2009 - Current||8|
|Michael D. Sabo,cfp/tm||Greensburg, PA||Oct 2005 - Current||11|
|Raymond James Financial Services||Greensburg, PA||Jun 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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