Roy Michaelson, financial advisor Hummelstown PA

Roy Michaelson

CRD Number: 4827242
Current Firm: Raymond James Financial Services Advisors, Inc.

Roy Michaelson (CRD# 4827242) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hummelstown, PA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Fulton Financial Advisors Hummelstown, PA Sep 2019 - Current 4
Raymond James Financial Services, Inc. Hummelstown, PA Aug 2019 - Current 4
Raymond James Financial Services Advisors, Inc. Hummelstown, PA Aug 2019 - Current 4
Fulton Bank Hummelstown, PA Aug 2019 - Current 4
Fulton Bank Hummelstown, PA Aug 2019 - Current 4
Wells Fargo Clearing Services, LLC Reading, PA Nov 2016 - Aug 2019 2
Wells Fargo Advisors, LLC Reading, PA Feb 2014 - Nov 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Roy P. Michaelson
Phone Number: 727-567-3020
Registered State(s):
  • PA
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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