Michael McCay (CRD# 1841180) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lodi, CA and has over 31 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 1833654
Lpl Financial LLC
CRD# 6805731
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Lodi, CA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Lodi, CA | Mar 2019 - Current | 5 |
| Woodbury Financial Services, Inc. | Lodi, CA | Mar 2019 - Jan 2024 | 4 |
| Questar Capital Corporation | Minneapolis, MN | Oct 2014 - Mar 2019 | 4 |
| Sterne Agee Financial Services, Inc. | Lodi, CA | Aug 2009 - Oct 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- CA
- ID
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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, WY
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