Garry MichaelisCRD Number: 1010766
Current Firm: Raymond James Financial Services Advisors, Inc.
Garry Michaelis (CRD# 1010766) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Phoenix, AZ and has over 34 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Raymond James Financial Services Advisors, Inc.||Phoenix, AZ||Jan 2009 - Current||7|
|G. Michaelis, Inc.||Phoenix, AZ||Apr 1996 - Current||20|
|Non-variable Insurance||Phoenix, AZ||Jan 1990 - Current||26|
|Raymond James Financial Services, Inc.||Phoenix, AZ||Oct 1987 - Current||29|
|The Garry Michaelis Company||Phoenix, AZ||Oct 1983 - Current||33|
|Travelguard Insurance||Phoenix, AZ||Aug 2011 - Dec 2014||3|
|World Ventures Travel||Phoenix, AZ||Sep 2008 - Dec 2010||2|
|Directv/acn Video Phone Distributorship||Phoenix, AZ||Mar 2007 - Mar 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1982|
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