Michael Bogue, financial advisor Omaha NE

Michael Bogue

CRD Number: 6676880
Current Firm: Raymond James & Associates, Inc.

Michael Bogue (CRD# 6676880) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Omaha, NE and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Omaha, NE Nov 2020 - Current 1
Wells Fargo Clearing Services LLC Omaha, NE Jun 2019 - Nov 2020 1
Morgan Stanley Omaha, NE Jun 2017 - Jun 2019 2
Td Ameritrade Omaha, NE Jun 2016 - Jun 2017 1
First Data Corporation Omaha, NE Jul 2015 - Jun 2016 < 1
First Data Corporation Omaha, NE Jul 1998 - Jul 2015 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Michael Bogue
Phone Number: 727-567-1000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    242,536
    MILLIONS
  • Total Number of Accounts
    758,159
    ACCOUNTS
  • Average Account Value
    $319,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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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